Interact to see
Advertisement
Advertisement
CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$75.88
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World A
Price$34.37
Change+$0.36 (+1.06%)
VolumeN/A
Net Assets1.51B
CWIAX vs USWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. USWGX commentary
Oct 21, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. USWGX (1.51B). CWIAX pays higher dividends than USWGX: CWIAX (1.39) vs USWGX (1.30). CWIAX was incepted earlier than USWGX: CWIAX (24 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWIAX (0.78). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). USWGX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than USWGX: CWIAX (250) vs USWGX (2500). CWIAX annual gain was more profitable for investors over the last year : 11.49 vs. USWGX (7.85). CWIAX return over 5 years is better than : 56.40 vs. USWGX (34.86).
| CWIAX | USWGX | CWIAX / USWGX | |
| Total Expense Ratio | 0.78 | 1.38 | 57% |
| Annual Report Gross Expense Ratio | 0.78 | 1.77 | 44% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 21.236 | 15.958 | 133% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.39 | 1.30 | 107% |
| Returns for 1 year | 11.49 | 7.85 | 146% |
| Returns for 3 years | 68.06 | 67.51 | 101% |
| Returns for 5 years | 56.40 | 34.86 | 162% |
| Returns for 10 years | 98.30 | 30.51 | 322% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement