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FWGIX vs USAWX
FWGIX vs USAWX Comparison
Open Charts FWGIX vs USAWX
American Funds Capital World Gr&Inc F3
Price$56.79
Change-$0.44 (-0.77%)
VolumeN/A
Net Assets110.35B
Victory Sustainable World
Price$25.46
Change-$0.31 (-1.20%)
VolumeN/A
Net Assets1.19B
FWGIX vs USAWX Comparison Chart
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FWGIX vs. USAWX commentary
Apr 09, 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 Hold and USAWX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 110B vs. USAWX (1.19B). FWGIX pays higher dividends than USAWX: FWGIX (1.98) vs USAWX (1.80). FWGIX was incepted earlier than USAWX: FWGIX (8 years) vs USAWX (33 years). USAWX (1.08) is less costly to investors than FWGIX (0.41). USAWX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). USAWX has a lower initial minimum investment than FWGIX: USAWX (3000) vs FWGIX (1000000). USAWX annual gain was more profitable for investors over the last year : -9.34 vs. FWGIX (-10.54). FWGIX return over 5 years is better than : 38.99 vs. USAWX (25.22).
| FWGIX | USAWX | FWGIX / USAWX | |
| Total Expense Ratio | 0.41 | 1.08 | 38% |
| Annual Report Gross Expense Ratio | 0.41 | 1.08 | 38% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -10.234 | -12.762 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.19B | 9,220% |
| Annual Yield % from dividends | 1.98 | 1.80 | 110% |
| Returns for 1 year | -10.54 | -9.34 | 113% |
| Returns for 3 years | 2.23 | 4.61 | 48% |
| Returns for 5 years | 38.99 | 25.22 | 155% |
| Returns for 10 years | N/A | -4.76 | - |
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