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FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$68.73
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets130.31B
Victory Sustainable World Institutional
Price$31.07
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.4B
FWGIX vs UIWGX Comparison Chart in %
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FWGIX vs. UIWGX commentary
Jun 25, 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 FWGIX is a StrongBuy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. UIWGX (1.4B). FWGIX (1.85) and UIWGX (1.76) have matching dividends . FWGIX was incepted earlier than UIWGX: FWGIX (8 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than FWGIX (0.41). UIWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and UIWGX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 6.10 vs. UIWGX (4.22). FWGIX return over 5 years is better than : 51.81 vs. UIWGX (37.19).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | 0.41 | 1.01 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 8.671 | 4.116 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.4B | 9,286% |
| Annual Yield % from dividends | 1.85 | 1.76 | 105% |
| Returns for 1 year | 6.10 | 4.22 | 145% |
| Returns for 3 years | 42.00 | 43.27 | 97% |
| Returns for 5 years | 51.81 | 37.19 | 139% |
| Returns for 10 years | N/A | N/A | - |
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