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FWGIX vs VICVX
FWGIX vs VICVX Comparison
Open Charts FWGIX vs VICVX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
USA Mutuals Vice Institutional
Price$22.94
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets52.46M
FWGIX vs VICVX Comparison Chart
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FWGIX vs. VICVX commentary
Apr 18, 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 VICVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. VICVX (52.5M). FWGIX pays higher dividends than VICVX: FWGIX (1.98) vs VICVX (0.00). FWGIX was incepted earlier than VICVX: FWGIX (8 years) vs VICVX (11 years). VICVX (1.66) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). VICVX has a lower initial minimum investment than FWGIX: VICVX (2000) vs FWGIX (1000000). VICVX annual gain was more profitable for investors over the last year : 7.51 vs. FWGIX (-0.56). FWGIX return over 5 years is better than : 45.33 vs. VICVX (-8.32).
| FWGIX | VICVX | FWGIX / VICVX | |
| Total Expense Ratio | 0.41 | 1.48 | 28% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -3.626 | 8.274 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 52.5M | 222,857% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | -0.56 | 7.51 | -7% |
| Returns for 3 years | 11.85 | -6.34 | -187% |
| Returns for 5 years | 45.33 | -8.32 | -545% |
| Returns for 10 years | N/A | -19.63 | - |