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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$75.72
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World Institutional
Price$34.28
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX commentary
Oct 11, 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 Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 143B vs. UIWGX (1.53B). UIWGX (1.59) and CWIFX (1.53) 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 : 12.06 vs. UIWGX (9.30). CWIFX return over 5 years is better than : 55.86 vs. UIWGX (35.54).
| 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 | 21.100 | 16.296 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.53 | 1.59 | 96% |
| Returns for 1 year | 12.06 | 9.30 | 130% |
| Returns for 3 years | 72.80 | 74.01 | 98% |
| Returns for 5 years | 55.86 | 35.54 | 157% |
| Returns for 10 years | 105.80 | 34.84 | 304% |
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