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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World A
Price$35.02
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Dec 05, 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: 142B vs. USWGX (1.54B). CWIAX pays higher dividends than USWGX: CWIAX (1.35) vs USWGX (1.26). 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 : 13.02 vs. USWGX (8.88). CWIAX return over 5 years is better than : 44.50 vs. USWGX (26.34).
| 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 | 23.026 | 18.151 | 127% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.35 | 1.26 | 107% |
| Returns for 1 year | 13.02 | 8.88 | 147% |
| Returns for 3 years | 51.59 | 54.45 | 95% |
| Returns for 5 years | 44.50 | 26.34 | 169% |
| Returns for 10 years | 104.34 | 33.42 | 312% |
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