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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Victory Sustainable World
Price$33.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.48B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX commentary
Sep 07, 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 USAWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. USAWX (1.48B). 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 : 12.87 vs. USAWX (10.19). CWIEX return over 5 years is better than : 49.15 vs. USAWX (32.04).
| 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 | 15.997 | 11.781 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,263% |
| Annual Yield % from dividends | 1.22 | 1.57 | 78% |
| Returns for 1 year | 12.87 | 10.19 | 126% |
| Returns for 3 years | 54.44 | 55.70 | 98% |
| Returns for 5 years | 49.15 | 32.04 | 153% |
| Returns for 10 years | 94.28 | 32.04 | 294% |
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