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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Victory Sustainable World Institutional
Price$34.63
Change-$0.47 (-1.34%)
VolumeN/A
Net Assets1.52B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Nov 14, 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 CWIAX is a StrongBuy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. UIWGX (1.52B). UIWGX pays higher dividends than CWIAX: UIWGX (1.56) vs CWIAX (1.36). CWIAX was incepted earlier than UIWGX: CWIAX (24 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIAX (0.78). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UIWGX: CWIAX (250) vs UIWGX (1000000). CWIAX annual gain was more profitable for investors over the last year : 13.45 vs. UIWGX (10.72). CWIAX return over 5 years is better than : 48.31 vs. UIWGX (33.48).
| CWIAX | UIWGX | CWIAX / UIWGX | |
| Total Expense Ratio | 0.78 | 1.03 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.44 | 54% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 21.188 | 18.421 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.52B | 9,455% |
| Annual Yield % from dividends | 1.36 | 1.56 | 87% |
| Returns for 1 year | 13.45 | 10.72 | 126% |
| Returns for 3 years | 55.06 | 59.66 | 92% |
| Returns for 5 years | 48.31 | 33.48 | 144% |
| Returns for 10 years | 103.54 | 37.86 | 273% |
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