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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$75.72
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World A
Price$34.18
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Oct 10, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 143B vs. USWGX (1.53B). CWIFX pays higher dividends than USWGX: CWIFX (1.53) vs USWGX (1.30). 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 : 12.06 vs. USWGX (8.93). CWIFX return over 5 years is better than : 55.86 vs. USWGX (33.14).
| 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 | 21.100 | 15.958 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.53 | 1.30 | 117% |
| Returns for 1 year | 12.06 | 8.93 | 135% |
| Returns for 3 years | 72.80 | 72.26 | 101% |
| Returns for 5 years | 55.86 | 33.14 | 169% |
| Returns for 10 years | 105.80 | 32.73 | 323% |
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