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CWICX vs UICGX
CWICX vs UICGX Comparison
Open Charts CWICX vs UICGX
American Funds Capital World Gr&Inc 529C
Price$66.64
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Victory Capital Growth Institutional
Price$13.25
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets954.21M
CWICX vs UICGX Comparison Chart
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CWICX vs. UICGX commentary
May 23, 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: 130B vs. UICGX (954M). UICGX pays higher dividends than CWICX: UICGX (1.79) vs CWICX (0.86). 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 : 2.21 vs. UICGX (-0.58). CWICX return over 5 years is better than : 53.23 vs. UICGX (50.06).
| 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 | 5.652 | 5.512 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 954M | 13,627% |
| Annual Yield % from dividends | 0.86 | 1.79 | 48% |
| Returns for 1 year | 2.21 | -0.58 | -382% |
| Returns for 3 years | 31.14 | 25.20 | 124% |
| Returns for 5 years | 53.23 | 50.06 | 106% |
| Returns for 10 years | 52.57 | N/A | - |
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