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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Victory Sustainable World Institutional
Price$33.17
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets1.48B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Aug 29, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UIWGX (1.48B). UIWGX pays higher dividends than CWIEX: UIWGX (1.68) vs CWIEX (1.25). CWIEX was incepted earlier than UIWGX: CWIEX (24 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIEX (1.00). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UIWGX: CWIEX (250) vs UIWGX (1000000). CWIEX annual gain was more profitable for investors over the last year : 10.35 vs. UIWGX (7.86). CWIEX return over 5 years is better than : 46.23 vs. UIWGX (29.56).
| CWIEX | UIWGX | CWIEX / UIWGX | |
| Total Expense Ratio | 1.00 | 1.03 | 97% |
| Annual Report Gross Expense Ratio | 1.00 | 1.44 | 69% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.933 | 11.538 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,282% |
| Annual Yield % from dividends | 1.25 | 1.68 | 75% |
| Returns for 1 year | 10.35 | 7.86 | 132% |
| Returns for 3 years | 49.90 | 51.18 | 97% |
| Returns for 5 years | 46.23 | 29.56 | 156% |
| Returns for 10 years | 93.20 | 32.14 | 290% |
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