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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World Institutional
Price$34.28
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Oct 11, 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 Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. UIWGX (1.53B). UIWGX pays higher dividends than CWIEX: UIWGX (1.59) vs CWIEX (1.17). 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 : 11.64 vs. UIWGX (9.30). CWIEX return over 5 years is better than : 52.82 vs. UIWGX (35.54).
| 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 | 20.731 | 16.296 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.17 | 1.59 | 74% |
| Returns for 1 year | 11.64 | 9.30 | 125% |
| Returns for 3 years | 70.81 | 74.01 | 96% |
| Returns for 5 years | 52.82 | 35.54 | 149% |
| Returns for 10 years | 97.34 | 34.84 | 279% |
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