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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Victory Sustainable World A
Price$32.35
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.45B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. USWGX (1.45B). CWIFX pays higher dividends than USWGX: CWIFX (1.60) vs USWGX (1.37). CWIFX was incepted earlier than USWGX: CWIFX (23 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWIFX (0.86). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than USWGX: CWIFX (250) vs USWGX (2500). CWIFX annual gain was more profitable for investors over the last year : 16.57 vs. USWGX (13.88). CWIFX return over 5 years is better than : 51.26 vs. USWGX (30.32).
| CWIFX | USWGX | CWIFX / USWGX | |
| Total Expense Ratio | 0.86 | 1.38 | 62% |
| Annual Report Gross Expense Ratio | 0.86 | 1.77 | 49% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.593 | 9.042 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.45B | 9,285% |
| Annual Yield % from dividends | 1.60 | 1.37 | 117% |
| Returns for 1 year | 16.57 | 13.88 | 119% |
| Returns for 3 years | 44.74 | 42.85 | 104% |
| Returns for 5 years | 51.26 | 30.32 | 169% |
| Returns for 10 years | 83.24 | 17.85 | 466% |
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