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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Victory Sustainable World
Price$33.62
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets1.5B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX commentary
Sep 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 Buy and USAWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. USAWX (1.5B). USAWX pays higher dividends than CWIEX: USAWX (1.57) vs CWIEX (1.22). CWIEX was incepted earlier than USAWX: CWIEX (24 years) vs USAWX (33 years). USAWX (1.07) is less costly to investors than CWIEX (1.00). USAWX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than USAWX: CWIEX (250) vs USAWX (3000). CWIEX annual gain was more profitable for investors over the last year : 9.15 vs. USAWX (6.47). CWIEX return over 5 years is better than : 56.65 vs. USAWX (38.61).
| CWIEX | USAWX | CWIEX / USAWX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.00 | 1.07 | 93% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 18.639 | 13.812 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.5B | 9,340% |
| Annual Yield % from dividends | 1.22 | 1.57 | 78% |
| Returns for 1 year | 9.15 | 6.47 | 141% |
| Returns for 3 years | 69.61 | 70.77 | 98% |
| Returns for 5 years | 56.65 | 38.61 | 147% |
| Returns for 10 years | 109.57 | 40.57 | 270% |
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