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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Victory Capital Growth
Price$12.80
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets946.99M
CWICX vs USCGX Comparison Chart
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CWICX vs. USCGX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. USCGX (947M). CWICX (0.97) and USCGX (0.97) have matching dividends . CWICX was incepted earlier than USCGX: CWICX (23 years) vs USCGX (24 years). USCGX is a more actively managed with annual turnover of: 41.00 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 : 10.05 vs. USCGX (7.81). CWICX return over 5 years is better than : 27.25 vs. USCGX (21.31).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.011 | 1.911 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 947M | 13,411% |
| Annual Yield % from dividends | 0.97 | 0.97 | 100% |
| Returns for 1 year | 10.05 | 7.81 | 129% |
| Returns for 3 years | 8.23 | 6.13 | 134% |
| Returns for 5 years | 27.25 | 21.31 | 128% |
| Returns for 10 years | 56.91 | 45.84 | 124% |