Interact to see
Advertisement
Advertisement
CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Victory Capital Growth
Price$13.34
Change-$0.17 (-1.26%)
VolumeN/A
Net Assets969.1M
CWICX vs USCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. USCGX commentary
Jun 14, 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: 132B vs. USCGX (969M). USCGX pays higher dividends than CWICX: USCGX (1.77) vs CWICX (0.82). 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 : 5.51 vs. USCGX (0.81). CWICX return over 5 years is better than : 50.44 vs. USCGX (45.63).
| 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 | 8.650 | 7.564 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 969M | 13,622% |
| Annual Yield % from dividends | 0.82 | 1.77 | 46% |
| Returns for 1 year | 5.51 | 0.81 | 682% |
| Returns for 3 years | 42.05 | 33.74 | 125% |
| Returns for 5 years | 50.44 | 45.63 | 111% |
| Returns for 10 years | 60.69 | 44.22 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FXP | 10.89 | 0.28 | +2.64% |
| ProShares UltraShort FTSE China 50 | |||
| CLSE | 22.82 | -0.08 | -0.34% |
| Convergence Long/Short Equity ETF | |||
| BME | 36.21 | -0.22 | -0.60% |
| Blackrock Health Sciences Trust | |||
| IPAC | 67.86 | -0.58 | -0.85% |
| iShares Core MSCI Pacific ETF | |||
| SPVM | 57.45 | -0.81 | -1.40% |
| Invesco S&P 500 Value with Momentum ETF | |||