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CWIEX vs UCEQX
CWIEX vs UCEQX Comparison
Open Charts CWIEX vs UCEQX
American Funds Capital World Gr&Inc 529E
Price$74.43
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Victory Cornerstone Equity
Price$20.75
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets292.18M
CWIEX vs UCEQX Comparison Chart in %
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CWIEX vs. UCEQX commentary
Sep 18, 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 CWIEX is a StrongBuy and UCEQX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UCEQX (292M). UCEQX pays higher dividends than CWIEX: UCEQX (2.06) vs CWIEX (1.22). CWIEX was incepted earlier than UCEQX: CWIEX (24 years) vs UCEQX (13 years). CWIEX (1.00) is less costly to investors than UCEQX (0.59). CWIEX is a more actively managed with annual turnover of: 27.00 vs. UCEQX (11.00). CWIEX has a lower initial minimum investment than UCEQX: CWIEX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 18.98 vs. CWIEX (13.06). UCEQX return over 5 years is better than : 58.13 vs. CWIEX (54.31).
| CWIEX | UCEQX | CWIEX / UCEQX | |
| Total Expense Ratio | 1.00 | 0.59 | 169% |
| Annual Report Gross Expense Ratio | 1.00 | 0.59 | 169% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 18.863 | 18.900 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 292M | 48,288% |
| Annual Yield % from dividends | 1.22 | 2.06 | 59% |
| Returns for 1 year | 13.06 | 18.98 | 69% |
| Returns for 3 years | 58.68 | 54.79 | 107% |
| Returns for 5 years | 54.31 | 58.13 | 93% |
| Returns for 10 years | 99.65 | 93.39 | 107% |
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