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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World Institutional
Price$31.97
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets1.55B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Dec 27, 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 Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UIWGX (1.55B). 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 : 12.26 vs. UIWGX (5.86). CWIAX return over 5 years is better than : 33.62 vs. UIWGX (20.61).
| 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 | 14.302 | 7.861 | 182% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,155% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 12.26 | 5.86 | 209% |
| Returns for 3 years | 45.97 | 52.06 | 88% |
| Returns for 5 years | 33.62 | 20.61 | 163% |
| Returns for 10 years | 95.47 | 29.58 | 323% |
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