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CWGFX vs USWGX
CWGFX vs USWGX Comparison
Open Charts CWGFX vs USWGX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Victory Sustainable World A
Price$33.65
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets1.5B
CWGFX vs USWGX Comparison Chart in %
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CWGFX vs. USWGX commentary
Sep 28, 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: 140B vs. USWGX (1.5B). 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 : 9.37 vs. USWGX (6.18). CWGFX return over 5 years is better than : 54.88 vs. USWGX (36.70).
| 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 | 18.797 | 13.529 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.5B | 9,340% |
| Annual Yield % from dividends | 1.39 | 1.34 | 104% |
| Returns for 1 year | 9.37 | 6.18 | 152% |
| Returns for 3 years | 69.62 | 69.39 | 100% |
| Returns for 5 years | 54.88 | 36.70 | 150% |
| Returns for 10 years | 89.86 | 39.15 | 230% |
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