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CWIAX vs USWGX
CWIAX vs USWGX Comparison
Open Charts CWIAX vs USWGX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Victory Sustainable World A
Price$33.65
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets1.5B
CWIAX vs USWGX Comparison Chart in %
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CWIAX vs. USWGX commentary
Sep 28, 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: 140B vs. USWGX (1.5B). CWIAX pays higher dividends than USWGX: CWIAX (1.43) vs USWGX (1.34). 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 : 9.41 vs. USWGX (6.18). CWIAX return over 5 years is better than : 58.49 vs. USWGX (36.70).
| 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 | 18.856 | 13.529 | 139% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.5B | 9,340% |
| Annual Yield % from dividends | 1.43 | 1.34 | 107% |
| Returns for 1 year | 9.41 | 6.18 | 152% |
| Returns for 3 years | 70.79 | 69.39 | 102% |
| Returns for 5 years | 58.49 | 36.70 | 159% |
| Returns for 10 years | 114.38 | 39.15 | 292% |
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