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FWGIX vs USWGX
FWGIX vs USWGX Comparison
Open Charts FWGIX vs USWGX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Victory Sustainable World A
Price$31.03
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.41B
FWGIX vs USWGX Comparison Chart
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FWGIX vs. USWGX commentary
Jun 07, 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: 131B vs. USWGX (1.41B). FWGIX pays higher dividends than USWGX: FWGIX (1.85) vs USWGX (1.44). 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 annual gain was more profitable for investors over the last year : 6.73 vs. USWGX (4.53). FWGIX return over 5 years is better than : 47.57 vs. USWGX (29.15).
| 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 | 9.193 | 3.981 | 231% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.41B | 9,317% |
| Annual Yield % from dividends | 1.85 | 1.44 | 128% |
| Returns for 1 year | 6.73 | 4.53 | 148% |
| Returns for 3 years | 30.07 | 32.18 | 93% |
| Returns for 5 years | 47.57 | 29.15 | 163% |
| Returns for 10 years | N/A | 14.13 | - |
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