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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$72.90
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
Victory Sustainable World Institutional
Price$33.17
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets1.48B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX commentary
Aug 29, 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 UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. UIWGX (1.48B). UIWGX (1.68) and CWIFX (1.60) have matching dividends . CWIFX was incepted earlier than UIWGX: CWIFX (23 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIFX (0.86). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UIWGX: CWIFX (250) vs UIWGX (1000000). CWIFX annual gain was more profitable for investors over the last year : 10.78 vs. UIWGX (7.86). CWIFX return over 5 years is better than : 49.16 vs. UIWGX (29.56).
| CWIFX | UIWGX | CWIFX / UIWGX | |
| Total Expense Ratio | 0.86 | 1.03 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.44 | 60% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 16.240 | 11.538 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,282% |
| Annual Yield % from dividends | 1.60 | 1.68 | 96% |
| Returns for 1 year | 10.78 | 7.86 | 137% |
| Returns for 3 years | 51.66 | 51.18 | 101% |
| Returns for 5 years | 49.16 | 29.56 | 166% |
| Returns for 10 years | 101.55 | 32.14 | 316% |
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