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CWICX vs UICGX
CWICX vs UICGX Comparison
Open Charts CWICX vs UICGX
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
Victory Capital Growth Institutional
Price$12.55
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets883.09M
CWICX vs UICGX Comparison Chart
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CWICX vs. UICGX commentary
Apr 25, 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: 119B vs. UICGX (883M). UICGX pays higher dividends than CWICX: UICGX (1.81) vs CWICX (0.87). 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 : 0.67 vs. UICGX (-4.34). CWICX return over 5 years is better than : 49.77 vs. UICGX (43.93).
| 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 | -0.610 | -2.835 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 883M | 13,477% |
| Annual Yield % from dividends | 0.87 | 1.81 | 48% |
| Returns for 1 year | 0.67 | -4.34 | -15% |
| Returns for 3 years | 17.74 | 8.56 | 207% |
| Returns for 5 years | 49.77 | 43.93 | 113% |
| Returns for 10 years | 43.65 | N/A | - |
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