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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World Institutional
Price$35.14
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Dec 04, 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: 142B vs. UIWGX (1.54B). UIWGX pays higher dividends than CWIAX: UIWGX (1.54) vs CWIAX (1.35). 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 : 12.62 vs. UIWGX (8.93). CWIAX return over 5 years is better than : 44.44 vs. UIWGX (28.93).
| 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 | 22.035 | 17.814 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 12.62 | 8.93 | 141% |
| Returns for 3 years | 50.37 | 55.09 | 91% |
| Returns for 5 years | 44.44 | 28.93 | 154% |
| Returns for 10 years | 102.70 | 34.67 | 296% |
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