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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Victory Capital Growth
Price$12.11
Change-$0.46 (-3.66%)
VolumeN/A
Net Assets914.12M
CWICX vs USCGX Comparison Chart
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CWICX vs. USCGX commentary
Apr 04, 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: 123B vs. USCGX (914M). USCGX pays higher dividends than CWICX: USCGX (1.86) vs CWICX (0.87). CWICX was incepted earlier than USCGX: CWICX (23 years) vs USCGX (24 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 : 0.09 vs. USCGX (-4.10). CWICX (66.86) and USCGX (64.99) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | 0.674 | 0.080 | 846% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 914M | 13,457% |
| Annual Yield % from dividends | 0.87 | 1.86 | 47% |
| Returns for 1 year | 0.09 | -4.10 | -2% |
| Returns for 3 years | 11.72 | 6.60 | 178% |
| Returns for 5 years | 66.86 | 64.99 | 103% |
| Returns for 10 years | 50.22 | 35.39 | 142% |
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