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CWIEX vs VICAX
CWIEX vs VICAX Comparison
Open Charts CWIEX vs VICAX
American Funds Capital World Gr&Inc 529E
Price$74.37
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
USA Mutuals Vice A
Price$24.68
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets55.2M
CWIEX vs VICAX Comparison Chart in %
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CWIEX vs. VICAX commentary
Sep 13, 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 VICAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. VICAX (55.2M). CWIEX pays higher dividends than VICAX: CWIEX (1.22) vs VICAX (0.00). CWIEX was incepted earlier than VICAX: CWIEX (24 years) vs VICAX (14 years). VICAX (1.91) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). CWIEX has a lower initial minimum investment than VICAX: CWIEX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 16.53 vs. CWIEX (13.67). CWIEX return over 5 years is better than : 54.41 vs. VICAX (-7.87).
| CWIEX | VICAX | CWIEX / VICAX | |
| Total Expense Ratio | 1.00 | 1.73 | 58% |
| Annual Report Gross Expense Ratio | 1.00 | 1.91 | 52% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 18.531 | 22.822 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 55.2M | 251,812% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 13.67 | 16.53 | 83% |
| Returns for 3 years | 56.10 | 10.66 | 526% |
| Returns for 5 years | 54.41 | -7.87 | -691% |
| Returns for 10 years | 98.03 | -5.80 | -1,689% |
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