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CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$75.02
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets141.16B
USA Mutuals Vice Institutional
Price$25.63
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets55.34M
CWIEX vs VICVX Comparison Chart in %
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CWIEX vs. VICVX commentary
Sep 24, 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. VICVX (55.3M). CWIEX pays higher dividends than VICVX: CWIEX (1.22) vs VICVX (0.00). CWIEX was incepted earlier than VICVX: CWIEX (24 years) vs VICVX (11 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 : 16.46 vs. CWIEX (12.25). CWIEX return over 5 years is better than : 58.84 vs. VICVX (-1.96).
| 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 | 11 years | - |
| Gain YTD | 19.374 | 22.159 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 55.3M | 254,973% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 12.25 | 16.46 | 74% |
| Returns for 3 years | 68.13 | 16.84 | 405% |
| Returns for 5 years | 58.84 | -1.96 | -3,002% |
| Returns for 10 years | 106.16 | -1.32 | -8,022% |
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