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CWGFX vs UIWGX
CWGFX vs UIWGX Comparison
Open Charts CWGFX vs UIWGX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World Institutional
Price$32.98
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets1.48B
CWGFX vs UIWGX Comparison Chart in %
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CWGFX vs. UIWGX commentary
Aug 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 CWGFX is a Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. UIWGX (1.48B). UIWGX pays higher dividends than CWGFX: UIWGX (1.68) vs CWGFX (1.42). CWGFX was incepted earlier than UIWGX: CWGFX (24 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWGFX (0.80). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than UIWGX: CWGFX (250) vs UIWGX (1000000). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. UIWGX (9.24). CWGFX return over 5 years is better than : 47.31 vs. UIWGX (33.42).
| CWGFX | UIWGX | CWGFX / UIWGX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.44 | 56% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.446 | 11.269 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.42 | 1.68 | 85% |
| Returns for 1 year | 11.40 | 9.24 | 123% |
| Returns for 3 years | 41.09 | 42.68 | 96% |
| Returns for 5 years | 47.31 | 33.42 | 142% |
| Returns for 10 years | 64.09 | 24.40 | 263% |
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