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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Victory Sustainable World
Price$33.90
Change-$0.19 (-0.56%)
VolumeN/A
Net Assets1.5B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX 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 USAWX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. USAWX (1.5B). USAWX pays higher dividends than CWIEX: USAWX (1.50) vs CWIEX (1.15). 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 : 11.86 vs. USAWX (9.49). CWIEX return over 5 years is better than : 42.92 vs. USAWX (28.90).
| 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 | 18.591 | 15.403 | 121% |
| 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 | 9,309% |
| Annual Yield % from dividends | 1.15 | 1.50 | 77% |
| Returns for 1 year | 11.86 | 9.49 | 125% |
| Returns for 3 years | 50.41 | 56.60 | 89% |
| Returns for 5 years | 42.92 | 28.90 | 148% |
| Returns for 10 years | 91.62 | 30.10 | 304% |
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