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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World Institutional
Price$34.05
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX 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 CWIFX is a Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. UIWGX (1.5B). UIWGX (1.56) and CWIFX (1.49) 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 : 12.35 vs. UIWGX (8.49). CWIFX return over 5 years is better than : 46.07 vs. UIWGX (28.95).
| 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 | 19.117 | 14.777 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.49 | 1.56 | 96% |
| Returns for 1 year | 12.35 | 8.49 | 146% |
| Returns for 3 years | 52.31 | 55.98 | 93% |
| Returns for 5 years | 46.07 | 28.95 | 159% |
| Returns for 10 years | 100.03 | 30.12 | 332% |
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