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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$66.60
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory Capital Growth
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets943.73M
CWICX vs USCGX Comparison Chart
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CWICX vs. USCGX 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 USCGX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. USCGX (944M). USCGX pays higher dividends than CWICX: USCGX (1.84) vs CWICX (0.86). CWICX was incepted earlier than USCGX: CWICX (23 years) vs USCGX (25 years). CWICX (1.53) is less costly to investors than USCGX (1.13). USCGX is a more actively managed with annual turnover of: 59.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than USCGX: CWICX (250) vs USCGX (3000). CWICX annual gain was more profitable for investors over the last year : 2.66 vs. USCGX (-1.16). CWICX return over 5 years is better than : 53.14 vs. USCGX (47.42).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | 1.53 | 1.13 | 135% |
| Annual Report Gross Expense Ratio | 1.53 | 1.13 | 135% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 5.589 | 4.379 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 944M | 13,559% |
| Annual Yield % from dividends | 0.86 | 1.84 | 47% |
| Returns for 1 year | 2.66 | -1.16 | -229% |
| Returns for 3 years | 29.19 | 21.79 | 134% |
| Returns for 5 years | 53.14 | 47.42 | 112% |
| Returns for 10 years | 52.48 | 37.11 | 141% |
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