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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World A
Price$33.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX 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 USWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. USWGX (1.5B). CWIFX pays higher dividends than USWGX: CWIFX (1.49) vs USWGX (1.27). 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 : 12.35 vs. USWGX (8.11). CWIFX return over 5 years is better than : 46.07 vs. USWGX (26.71).
| 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 | 19.117 | 14.406 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.49 | 1.27 | 117% |
| Returns for 1 year | 12.35 | 8.11 | 152% |
| Returns for 3 years | 52.31 | 54.41 | 96% |
| Returns for 5 years | 46.07 | 26.71 | 173% |
| Returns for 10 years | 100.03 | 28.07 | 356% |
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