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CWIEX vs VICEX
CWIEX vs VICEX Comparison
Open Charts CWIEX vs VICEX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
USA Mutuals Vice Investor
Price$24.57
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets54.34M
CWIEX vs VICEX Comparison Chart in %
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CWIEX vs. VICEX commentary
Sep 07, 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VICEX (54.3M). CWIEX pays higher dividends than VICEX: CWIEX (1.22) vs VICEX (0.00). CWIEX was incepted earlier than VICEX: CWIEX (24 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWIEX has a lower initial minimum investment than VICEX: CWIEX (250) vs VICEX (2000). VICEX annual gain was more profitable for investors over the last year : 14.71 vs. CWIEX (12.87). CWIEX return over 5 years is better than : 49.15 vs. VICEX (-9.18).
| CWIEX | VICEX | CWIEX / VICEX | |
| Total Expense Ratio | 1.00 | 1.73 | 58% |
| Annual Report Gross Expense Ratio | 1.00 | 1.91 | 52% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 15.997 | 20.441 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 54.3M | 252,302% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 12.87 | 14.71 | 88% |
| Returns for 3 years | 54.44 | 9.58 | 568% |
| Returns for 5 years | 49.15 | -9.18 | -536% |
| Returns for 10 years | 94.28 | -7.39 | -1,275% |