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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World A
Price$34.18
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX commentary
Oct 10, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. USWGX (1.53B). USWGX pays higher dividends than CWIEX: USWGX (1.30) vs CWIEX (1.17). CWIEX was incepted earlier than USWGX: CWIEX (24 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWIEX (1.00). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than USWGX: CWIEX (250) vs USWGX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.64 vs. USWGX (8.93). CWIEX return over 5 years is better than : 52.82 vs. USWGX (33.14).
| CWIEX | USWGX | CWIEX / USWGX | |
| Total Expense Ratio | 1.00 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 20.731 | 15.958 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.17 | 1.30 | 90% |
| Returns for 1 year | 11.64 | 8.93 | 130% |
| Returns for 3 years | 70.81 | 72.26 | 98% |
| Returns for 5 years | 52.82 | 33.14 | 159% |
| Returns for 10 years | 97.34 | 32.73 | 297% |
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