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CWGFX vs USWGX
CWGFX vs USWGX Comparison
Open Charts CWGFX vs USWGX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Victory Sustainable World A
Price$33.05
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.48B
CWGFX vs USWGX Comparison Chart in %
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CWGFX vs. USWGX commentary
Sep 08, 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: 138B vs. USWGX (1.48B). CWGFX (1.39) and USWGX (1.34) have matching dividends . CWGFX was incepted earlier than USWGX: CWGFX (25 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 : 13.11 vs. USWGX (9.86). CWGFX return over 5 years is better than : 46.91 vs. USWGX (30.22).
| CWGFX | USWGX | CWGFX / USWGX | |
| Total Expense Ratio | 0.80 | 1.38 | 58% |
| Annual Report Gross Expense Ratio | 0.80 | 1.77 | 45% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 16.146 | 11.505 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.48B | 9,331% |
| Annual Yield % from dividends | 1.39 | 1.34 | 104% |
| Returns for 1 year | 13.11 | 9.86 | 133% |
| Returns for 3 years | 53.92 | 54.40 | 99% |
| Returns for 5 years | 46.91 | 30.22 | 155% |
| Returns for 10 years | 75.40 | 30.72 | 245% |
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