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CWICX vs UICGX
CWICX vs UICGX Comparison
Open Charts CWICX vs UICGX
American Funds Capital World Gr&Inc 529C
Price$69.04
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets132.07B
Victory Capital Growth Institutional
Price$13.66
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets962.79M
CWICX vs UICGX Comparison Chart
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CWICX vs. UICGX commentary
Jun 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWICX is a Buy and UICGX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 132B vs. UICGX (963M). UICGX pays higher dividends than CWICX: UICGX (1.72) vs CWICX (0.82). CWICX was incepted earlier than UICGX: CWICX (23 years) vs UICGX (10 years). UICGX (1.80) is less costly to investors than CWICX (1.53). UICGX is a more actively managed with annual turnover of: 59.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than UICGX: CWICX (250) vs UICGX (1000000). CWICX annual gain was more profitable for investors over the last year : 6.55 vs. UICGX (-0.12). CWICX return over 5 years is better than : 52.05 vs. UICGX (45.59).
| CWICX | UICGX | CWICX / UICGX | |
| Total Expense Ratio | 1.53 | 1.16 | 132% |
| Annual Report Gross Expense Ratio | 1.53 | 1.80 | 85% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.811 | 6.772 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 963M | 13,707% |
| Annual Yield % from dividends | 0.82 | 1.72 | 48% |
| Returns for 1 year | 6.55 | -0.12 | -5,546% |
| Returns for 3 years | 42.56 | 32.17 | 132% |
| Returns for 5 years | 52.05 | 45.59 | 114% |
| Returns for 10 years | 62.86 | N/A | - |