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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World A
Price$33.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX 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 USWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. USWGX (1.5B). USWGX pays higher dividends than CWIEX: USWGX (1.27) vs CWIEX (1.15). 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 : 11.90 vs. USWGX (8.11). CWIEX return over 5 years is better than : 43.18 vs. USWGX (26.71).
| 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 | 18.687 | 14.406 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.15 | 1.27 | 90% |
| Returns for 1 year | 11.90 | 8.11 | 147% |
| Returns for 3 years | 50.53 | 54.41 | 93% |
| Returns for 5 years | 43.18 | 26.71 | 162% |
| Returns for 10 years | 91.78 | 28.07 | 327% |
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