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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Capital Growth
Price$14.33
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets1.01B
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Sep 08, 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 StrongBuy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. USCGX (1.01B). USCGX pays higher dividends than CWICX: USCGX (1.65) vs CWICX (0.77). CWICX was incepted earlier than USCGX: CWICX (24 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: 57.00 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 : 12.28 vs. USCGX (5.01). CWICX return over 5 years is better than : 45.28 vs. USCGX (39.40).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | 1.53 | 1.13 | 135% |
| Annual Report Gross Expense Ratio | 1.53 | 1.13 | 135% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 15.585 | 14.092 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.01B | 13,677% |
| Annual Yield % from dividends | 0.77 | 1.65 | 46% |
| Returns for 1 year | 12.28 | 5.01 | 245% |
| Returns for 3 years | 52.00 | 39.47 | 132% |
| Returns for 5 years | 45.28 | 39.40 | 115% |
| Returns for 10 years | 84.13 | 63.27 | 133% |