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CWIEX vs VICAX
CWIEX vs VICAX Comparison
Open Charts CWIEX vs VICAX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
USA Mutuals Vice A
Price$25.15
Change+$0.26 (+1.04%)
VolumeN/A
Net Assets55.44M
CWIEX vs VICAX Comparison Chart in %
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CWIEX vs. VICAX commentary
Oct 09, 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 VICAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VICAX (55.4M). CWIEX pays higher dividends than VICAX: CWIEX (1.17) 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 : 14.65 vs. CWIEX (12.49). CWIEX return over 5 years is better than : 53.39 vs. VICAX (-6.21).
| 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 | 21.178 | 23.218 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 55.4M | 256,318% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 12.49 | 14.65 | 85% |
| Returns for 3 years | 70.05 | 12.19 | 574% |
| Returns for 5 years | 53.39 | -6.21 | -860% |
| Returns for 10 years | 98.16 | -9.54 | -1,029% |
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