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CWIAX vs UIWGX
CWIAX vs UIWGX Comparison
Open Charts CWIAX vs UIWGX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World Institutional
Price$32.98
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets1.48B
CWIAX vs UIWGX Comparison Chart in %
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CWIAX vs. UIWGX commentary
Aug 18, 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 Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. UIWGX (1.48B). UIWGX pays higher dividends than CWIAX: UIWGX (1.68) vs CWIAX (1.46). 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 : 11.41 vs. UIWGX (9.24). CWIAX return over 5 years is better than : 51.32 vs. UIWGX (33.42).
| 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 | 15.485 | 11.269 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.46 | 1.68 | 87% |
| Returns for 1 year | 11.41 | 9.24 | 124% |
| Returns for 3 years | 42.58 | 42.68 | 100% |
| Returns for 5 years | 51.32 | 33.42 | 154% |
| Returns for 10 years | 85.94 | 24.40 | 352% |
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