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CWIFX vs VICVX
CWIFX vs VICVX Comparison
Open Charts CWIFX vs VICVX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
USA Mutuals Vice Institutional
Price$24.24
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets51.13M
CWIFX vs VICVX Comparison Chart in %
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CWIFX vs. VICVX 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. VICVX (51.1M). CWIFX pays higher dividends than VICVX: CWIFX (1.49) 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). CWIFX annual gain was more profitable for investors over the last year : 12.35 vs. VICVX (8.57). CWIFX return over 5 years is better than : 46.07 vs. VICVX (-14.17).
| 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 | 19.117 | 16.310 | 117% |
| 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 | 8.57 | 144% |
| Returns for 3 years | 52.31 | 2.05 | 2,552% |
| Returns for 5 years | 46.07 | -14.17 | -325% |
| Returns for 10 years | 100.03 | -12.50 | -800% |
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