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CWGFX vs VICVX
CWGFX vs VICVX Comparison
Open Charts CWGFX vs VICVX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
USA Mutuals Vice Institutional
Price$25.91
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets55.67M
CWGFX vs VICVX Comparison Chart in %
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CWGFX vs. VICVX commentary
Sep 29, 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. VICVX (55.7M). CWGFX pays higher dividends than VICVX: CWGFX (1.39) vs VICVX (0.00). CWGFX was incepted earlier than VICVX: CWGFX (25 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWGFX has a lower initial minimum investment than VICVX: CWGFX (250) vs VICVX (2000). VICVX annual gain was more profitable for investors over the last year : 14.80 vs. CWGFX (9.37). CWGFX return over 5 years is better than : 54.88 vs. VICVX (-1.27).
| CWGFX | VICVX | CWGFX / VICVX | |
| Total Expense Ratio | 0.80 | 1.48 | 54% |
| Annual Report Gross Expense Ratio | 0.80 | 1.66 | 48% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.797 | 23.205 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 55.7M | 251,346% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 9.37 | 14.80 | 63% |
| Returns for 3 years | 69.62 | 15.88 | 438% |
| Returns for 5 years | 54.88 | -1.27 | -4,330% |
| Returns for 10 years | 89.86 | 2.40 | 3,751% |
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