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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World Institutional
Price$34.05
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Nov 20, 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 Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. UIWGX (1.5B). UIWGX pays higher dividends than CWIEX: UIWGX (1.56) vs CWIEX (1.15). 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 : 11.90 vs. UIWGX (8.49). CWIEX return over 5 years is better than : 43.18 vs. UIWGX (28.95).
| 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 | 18.687 | 14.777 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.15 | 1.56 | 74% |
| Returns for 1 year | 11.90 | 8.49 | 140% |
| Returns for 3 years | 50.53 | 55.98 | 90% |
| Returns for 5 years | 43.18 | 28.95 | 149% |
| Returns for 10 years | 91.78 | 30.12 | 305% |
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