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CWIFX vs VICVX
CWIFX vs VICVX Comparison
Open Charts CWIFX vs VICVX
American Funds Capital World Gr&Inc 529F
Price$75.00
Change+$1.20 (+1.63%)
VolumeN/A
Net Assets138.57B
USA Mutuals Vice Institutional
Price$25.64
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets54.4M
CWIFX vs VICVX Comparison Chart in %
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CWIFX vs. VICVX commentary
Oct 15, 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 VICVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. VICVX (54.4M). CWIFX pays higher dividends than VICVX: CWIFX (1.53) vs VICVX (0.00). CWIFX was incepted earlier than VICVX: CWIFX (23 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWIFX has a lower initial minimum investment than VICVX: CWIFX (250) vs VICVX (2000). VICVX annual gain was more profitable for investors over the last year : 13.04 vs. CWIFX (10.50). CWIFX return over 5 years is better than : 54.20 vs. VICVX (-4.19).
| CWIFX | VICVX | CWIFX / VICVX | |
| Total Expense Ratio | 0.86 | 1.48 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 1.66 | 52% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 19.948 | 21.208 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 54.4M | 255,515% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 10.50 | 13.04 | 81% |
| Returns for 3 years | 73.66 | 17.28 | 426% |
| Returns for 5 years | 54.20 | -4.19 | -1,295% |
| Returns for 10 years | 102.76 | -8.73 | -1,178% |
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