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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$74.73
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
Victory Sustainable World Institutional
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets1.51B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Sep 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 CWIEX is a StrongBuy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UIWGX (1.51B). UIWGX pays higher dividends than CWIEX: UIWGX (1.63) vs CWIEX (1.22). 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 : 13.94 vs. UIWGX (10.14). CWIEX return over 5 years is better than : 54.94 vs. UIWGX (36.42).
| 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 | 19.342 | 13.900 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,356% |
| Annual Yield % from dividends | 1.22 | 1.63 | 75% |
| Returns for 1 year | 13.94 | 10.14 | 137% |
| Returns for 3 years | 58.45 | 59.09 | 99% |
| Returns for 5 years | 54.94 | 36.42 | 151% |
| Returns for 10 years | 100.69 | 35.85 | 281% |
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