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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Victory Sustainable World Institutional
Price$32.39
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets1.45B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX commentary
Aug 08, 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: 135B vs. UIWGX (1.45B). 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 : 15.94 vs. UIWGX (13.48). CWIFX return over 5 years is better than : 50.90 vs. UIWGX (31.88).
| 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 | 13.322 | 8.671 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.45B | 9,285% |
| Annual Yield % from dividends | 1.60 | 1.68 | 96% |
| Returns for 1 year | 15.94 | 13.48 | 118% |
| Returns for 3 years | 44.92 | 43.49 | 103% |
| Returns for 5 years | 50.90 | 31.88 | 160% |
| Returns for 10 years | 84.63 | N/A | - |
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