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CWGFX vs USWGX
CWGFX vs USWGX Comparison
Open Charts CWGFX vs USWGX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World A
Price$32.95
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.48B
CWGFX vs USWGX Comparison Chart in %
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CWGFX vs. USWGX 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. USWGX (1.48B). CWGFX (1.42) and USWGX (1.37) have matching dividends . CWGFX was incepted earlier than USWGX: CWGFX (24 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWGFX (0.80). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than USWGX: CWGFX (250) vs USWGX (2500). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. USWGX (8.99). CWGFX return over 5 years is better than : 47.31 vs. USWGX (31.27).
| CWGFX | USWGX | CWGFX / USWGX | |
| Total Expense Ratio | 0.80 | 1.38 | 58% |
| Annual Report Gross Expense Ratio | 0.80 | 1.77 | 45% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 15.446 | 11.167 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.42 | 1.37 | 104% |
| Returns for 1 year | 11.40 | 8.99 | 127% |
| Returns for 3 years | 41.09 | 41.43 | 99% |
| Returns for 5 years | 47.31 | 31.27 | 151% |
| Returns for 10 years | 64.09 | 22.63 | 283% |
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