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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World Institutional
Price$34.11
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets1.51B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. UIWGX (1.51B). UIWGX pays higher dividends than CWIAX: UIWGX (1.59) vs CWIAX (1.39). 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 : 10.77 vs. UIWGX (7.66). CWIAX return over 5 years is better than : 54.01 vs. UIWGX (34.93).
| 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 | 19.974 | 15.081 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.39 | 1.59 | 87% |
| Returns for 1 year | 10.77 | 7.66 | 141% |
| Returns for 3 years | 67.94 | 68.25 | 100% |
| Returns for 5 years | 54.01 | 34.93 | 155% |
| Returns for 10 years | 99.76 | 33.38 | 299% |
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