Ad is loading...
CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$63.01
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
Victory Capital Growth
Price$12.46
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets897.75M
CWICX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. USCGX commentary
Apr 26, 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: 121B vs. USCGX (898M). USCGX pays higher dividends than CWICX: USCGX (1.86) vs CWICX (0.87). 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 : 1.47 vs. USCGX (-2.18). CWICX return over 5 years is better than : 50.54 vs. USCGX (45.37).
| 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 | -0.103 | -1.194 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 898M | 13,474% |
| Annual Yield % from dividends | 0.87 | 1.86 | 47% |
| Returns for 1 year | 1.47 | -2.18 | -68% |
| Returns for 3 years | 21.64 | 13.07 | 166% |
| Returns for 5 years | 50.54 | 45.37 | 111% |
| Returns for 10 years | 44.53 | 30.42 | 146% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMHC | 24.08 | 0.04 | +0.17% |
| SPDR® Bloomberg EM USD Bd ETF | |||
| PSCW | 25.08 | 0.04 | +0.14% |
| Pacer Swan SOS Conservative (April) ETF | |||
| FLTR | 25.38 | 0.01 | +0.04% |
| VanEck IG Floating Rate ETF | |||
| XDAP | 35.67 | N/A | N/A |
| Innovator US Equity Accelerated ETF - April | |||
| JVAL | 39.73 | -0.01 | -0.03% |
| JPMorgan US Value Factor ETF | |||