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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Victory Sustainable World A
Price$32.35
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.45B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX commentary
Aug 08, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. USWGX (1.45B). USWGX pays higher dividends than CWIEX: USWGX (1.37) vs CWIEX (1.25). CWIEX was incepted earlier than USWGX: CWIEX (23 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 : 16.09 vs. USWGX (13.88). CWIEX return over 5 years is better than : 48.28 vs. USWGX (30.32).
| CWIEX | USWGX | CWIEX / USWGX | |
| Total Expense Ratio | 1.00 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.319 | 9.042 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.45B | 9,285% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | 16.09 | 13.88 | 116% |
| Returns for 3 years | 43.06 | 42.85 | 100% |
| Returns for 5 years | 48.28 | 30.32 | 159% |
| Returns for 10 years | 75.67 | 17.85 | 424% |
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