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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$72.08
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Victory Sustainable World A
Price$32.84
Change+$0.16 (+0.49%)
VolumeN/A
Net Assets1.47B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Sep 04, 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: 137B vs. USWGX (1.48B). CWIFX pays higher dividends than USWGX: CWIFX (1.57) vs USWGX (1.34). 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 : 11.21 vs. USWGX (8.20). CWIFX return over 5 years is better than : 50.34 vs. USWGX (28.76).
| 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 | 14.933 | 10.256 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,288% |
| Annual Yield % from dividends | 1.57 | 1.34 | 117% |
| Returns for 1 year | 11.21 | 8.20 | 137% |
| Returns for 3 years | 53.85 | 51.98 | 104% |
| Returns for 5 years | 50.34 | 28.76 | 175% |
| Returns for 10 years | 104.77 | 32.11 | 326% |
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