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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World
Price$32.86
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets1.48B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX commentary
Aug 16, 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 (1.61) vs CWIEX (1.25). CWIEX was incepted earlier than USAWX: CWIEX (23 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 : 11.15 vs. USAWX (9.32). CWIEX return over 5 years is better than : 49.58 vs. USAWX (33.07).
| CWIEX | USAWX | CWIEX / USAWX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.00 | 1.07 | 93% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 15.312 | 11.408 | 134% |
| 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 | 9,257% |
| Annual Yield % from dividends | 1.25 | 1.61 | 78% |
| Returns for 1 year | 11.15 | 9.32 | 120% |
| Returns for 3 years | 41.58 | 42.61 | 98% |
| Returns for 5 years | 49.58 | 33.07 | 150% |
| Returns for 10 years | 81.77 | 23.86 | 343% |