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CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
USA Mutuals Vice Institutional
Price$24.24
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets51.13M
CWIEX vs VICVX Comparison Chart in %
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CWIEX vs. VICVX 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. VICVX (51.1M). CWIEX pays higher dividends than VICVX: CWIEX (1.15) vs VICVX (0.00). CWIEX was incepted earlier than VICVX: CWIEX (24 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWIEX has a lower initial minimum investment than VICVX: CWIEX (250) vs VICVX (2000). CWIEX annual gain was more profitable for investors over the last year : 11.90 vs. VICVX (8.57). CWIEX return over 5 years is better than : 43.18 vs. VICVX (-14.17).
| CWIEX | VICVX | CWIEX / VICVX | |
| Total Expense Ratio | 1.00 | 1.48 | 68% |
| Annual Report Gross Expense Ratio | 1.00 | 1.66 | 60% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.687 | 16.310 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 51.1M | 272,016% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 11.90 | 8.57 | 139% |
| Returns for 3 years | 50.53 | 2.05 | 2,465% |
| Returns for 5 years | 43.18 | -14.17 | -305% |
| Returns for 10 years | 91.78 | -12.50 | -734% |
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