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CWGFX vs VICEX
CWGFX vs VICEX Comparison
Open Charts CWGFX vs VICEX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
USA Mutuals Vice Investor
Price$23.11
Change-$2.03 (-8.07%)
VolumeN/A
Net Assets54.71M
CWGFX vs VICEX Comparison Chart in %
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CWGFX vs. VICEX commentary
Feb 05, 2026
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 VICEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VICEX (54.7M). CWGFX pays higher dividends than VICEX: CWGFX (1.41) vs VICEX (1.02). CWGFX was incepted earlier than VICEX: CWGFX (25 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWGFX has a lower initial minimum investment than VICEX: CWGFX (250) vs VICEX (2000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. VICEX (12.17). CWGFX return over 5 years is better than : 30.54 vs. VICEX (-18.59).
| CWGFX | VICEX | CWGFX / VICEX | |
| Total Expense Ratio | 0.80 | 1.73 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.91 | 42% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 4.924 | 6.991 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 54.7M | 259,598% |
| Annual Yield % from dividends | 1.41 | 1.02 | 138% |
| Returns for 1 year | 16.18 | 12.17 | 133% |
| Returns for 3 years | 43.02 | -1.07 | -4,028% |
| Returns for 5 years | 30.54 | -18.59 | -164% |
| Returns for 10 years | 99.82 | -12.41 | -805% |
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