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CWIFX vs VICEX
CWIFX vs VICEX Comparison
Open Charts CWIFX vs VICEX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
USA Mutuals Vice Investor
Price$23.46
Change-$0.22 (-0.93%)
VolumeN/A
Net Assets51.13M
CWIFX vs VICEX Comparison Chart in %
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CWIFX vs. VICEX 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. VICEX (51.1M). CWIFX pays higher dividends than VICEX: CWIFX (1.49) vs VICEX (0.00). CWIFX was incepted earlier than VICEX: CWIFX (23 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWIFX has a lower initial minimum investment than VICEX: CWIFX (250) vs VICEX (2000). CWIFX annual gain was more profitable for investors over the last year : 12.35 vs. VICEX (8.23). CWIFX return over 5 years is better than : 46.07 vs. VICEX (-15.97).
| CWIFX | VICEX | CWIFX / VICEX | |
| Total Expense Ratio | 0.86 | 1.73 | 50% |
| Annual Report Gross Expense Ratio | 0.86 | 1.91 | 45% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 19.117 | 16.078 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 51.1M | 272,016% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 12.35 | 8.23 | 150% |
| Returns for 3 years | 52.31 | 0.80 | 6,524% |
| Returns for 5 years | 46.07 | -15.97 | -289% |
| Returns for 10 years | 100.03 | -15.66 | -639% |
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