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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World A
Price$32.87
Change-$1.31 (-3.83%)
VolumeN/A
Net Assets1.59B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Feb 04, 2026
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 USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. USWGX (1.59B). CWIAX pays higher dividends than USWGX: CWIAX (1.45) vs USWGX (0.58). CWIAX was incepted earlier than USWGX: CWIAX (24 years) vs USWGX (16 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 : 16.21 vs. USWGX (10.05). CWIAX return over 5 years is better than : 33.28 vs. USWGX (19.51).
| 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 | 16 years | - |
| Gain YTD | 4.934 | 3.789 | 130% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.45 | 0.58 | 251% |
| Returns for 1 year | 16.21 | 10.05 | 161% |
| Returns for 3 years | 43.10 | 44.71 | 96% |
| Returns for 5 years | 33.28 | 19.51 | 171% |
| Returns for 10 years | 124.19 | 41.02 | 303% |
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