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CWIFX vs UCEQX
CWIFX vs UCEQX Comparison
Open Charts CWIFX vs UCEQX
American Funds Capital World Gr&Inc 529F
Price$74.53
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Victory Cornerstone Equity
Price$20.75
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets292.18M
CWIFX vs UCEQX Comparison Chart in %
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CWIFX vs. UCEQX commentary
Sep 18, 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 CWIFX is a StrongBuy and UCEQX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. UCEQX (292M). UCEQX pays higher dividends than CWIFX: UCEQX (2.06) vs CWIFX (1.57). CWIFX was incepted earlier than UCEQX: CWIFX (23 years) vs UCEQX (13 years). CWIFX (0.86) is less costly to investors than UCEQX (0.59). CWIFX is a more actively managed with annual turnover of: 27.00 vs. UCEQX (11.00). CWIFX has a lower initial minimum investment than UCEQX: CWIFX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 18.98 vs. CWIFX (13.51). UCEQX (58.13) and CWIFX (57.39) have equivalent 5 years return.
| CWIFX | UCEQX | CWIFX / UCEQX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 19.197 | 18.900 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 292M | 48,288% |
| Annual Yield % from dividends | 1.57 | 2.06 | 76% |
| Returns for 1 year | 13.51 | 18.98 | 71% |
| Returns for 3 years | 60.57 | 54.79 | 111% |
| Returns for 5 years | 57.39 | 58.13 | 99% |
| Returns for 10 years | 108.25 | 93.39 | 116% |
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