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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World A
Price$32.95
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.48B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. USWGX (1.48B). CWIAX pays higher dividends than USWGX: CWIAX (1.46) vs USWGX (1.37). 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 : 11.41 vs. USWGX (8.99). CWIAX return over 5 years is better than : 51.32 vs. USWGX (31.27).
| 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 | 15.485 | 11.167 | 139% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 11.41 | 8.99 | 127% |
| Returns for 3 years | 42.58 | 41.43 | 103% |
| Returns for 5 years | 51.32 | 31.27 | 164% |
| Returns for 10 years | 85.94 | 22.63 | 380% |
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