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CWGFX vs UIWGX
CWGFX vs UIWGX Comparison
Open Charts CWGFX vs UIWGX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Victory Sustainable World Institutional
Price$33.30
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets1.48B
CWGFX vs UIWGX Comparison Chart in %
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CWGFX vs. UIWGX commentary
Sep 10, 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: 138B vs. UIWGX (1.48B). UIWGX pays higher dividends than CWGFX: UIWGX (1.63) vs CWGFX (1.39). CWGFX was incepted earlier than UIWGX: CWGFX (25 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 : 15.54 vs. UIWGX (12.76). CWGFX return over 5 years is better than : 48.28 vs. UIWGX (33.28).
| CWGFX | UIWGX | CWGFX / UIWGX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.44 | 56% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 16.671 | 12.348 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.48B | 9,331% |
| Annual Yield % from dividends | 1.39 | 1.63 | 85% |
| Returns for 1 year | 15.54 | 12.76 | 122% |
| Returns for 3 years | 49.28 | 51.28 | 96% |
| Returns for 5 years | 48.28 | 33.28 | 145% |
| Returns for 10 years | 76.04 | 33.80 | 225% |
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