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FWGIX vs USWGX
FWGIX vs USWGX Comparison
Open Charts FWGIX vs USWGX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
Victory Sustainable World A
Price$27.53
Change+$2.01 (+7.88%)
VolumeN/A
Net Assets1.18B
FWGIX vs USWGX Comparison Chart
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FWGIX vs. USWGX commentary
Apr 11, 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 Buy and USWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 109B vs. USWGX (1.18B). FWGIX pays higher dividends than USWGX: FWGIX (1.98) vs USWGX (1.53). FWGIX was incepted earlier than USWGX: FWGIX (8 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than FWGIX (0.41). USWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). USWGX has a lower initial minimum investment than FWGIX: USWGX (2500) vs FWGIX (1000000). FWGIX (-10.57) and USWGX (-10.67) have marching annual gain over last year. FWGIX return over 5 years is better than : 38.99 vs. USWGX (22.02).
| FWGIX | USWGX | FWGIX / USWGX | |
| Total Expense Ratio | 0.41 | 1.36 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.90 | 22% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -10.234 | -13.900 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.18B | 9,261% |
| Annual Yield % from dividends | 1.98 | 1.53 | 129% |
| Returns for 1 year | -10.57 | -10.67 | 99% |
| Returns for 3 years | 2.23 | 2.46 | 90% |
| Returns for 5 years | 38.99 | 22.02 | 177% |
| Returns for 10 years | N/A | -6.81 | - |
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