Interact to see
Advertisement
Advertisement
CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$74.88
Change+$1.20 (+1.63%)
VolumeN/A
Net Assets138.57B
USA Mutuals Vice Institutional
Price$25.64
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets54.4M
CWIEX vs VICVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. VICVX commentary
Oct 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. VICVX (54.4M). CWIEX pays higher dividends than VICVX: CWIEX (1.17) 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). VICVX annual gain was more profitable for investors over the last year : 13.04 vs. CWIEX (10.08). CWIEX return over 5 years is better than : 51.20 vs. VICVX (-4.19).
| 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 | 19.581 | 21.208 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 54.4M | 255,515% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 10.08 | 13.04 | 77% |
| Returns for 3 years | 71.63 | 17.28 | 414% |
| Returns for 5 years | 51.20 | -4.19 | -1,223% |
| Returns for 10 years | 94.42 | -8.73 | -1,082% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement