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CWIAX vs VICEX
CWIAX vs VICEX Comparison
Open Charts CWIAX vs VICEX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
USA Mutuals Vice Investor
Price$24.78
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets54.55M
CWIAX vs VICEX Comparison Chart in %
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CWIAX vs. VICEX commentary
Oct 19, 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 Hold and VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. VICEX (54.5M). CWIAX pays higher dividends than VICEX: CWIAX (1.39) vs VICEX (0.00). CWIAX was incepted earlier than VICEX: CWIAX (24 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWIAX has a lower initial minimum investment than VICEX: CWIAX (250) vs VICEX (2000). VICEX annual gain was more profitable for investors over the last year : 13.00 vs. CWIAX (10.77). CWIAX return over 5 years is better than : 54.01 vs. VICEX (-5.31).
| CWIAX | VICEX | CWIAX / VICEX | |
| Total Expense Ratio | 0.78 | 1.73 | 45% |
| Annual Report Gross Expense Ratio | 0.78 | 1.91 | 41% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 19.974 | 21.471 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 54.5M | 258,716% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 10.77 | 13.00 | 83% |
| Returns for 3 years | 67.94 | 13.29 | 511% |
| Returns for 5 years | 54.01 | -5.31 | -1,017% |
| Returns for 10 years | 99.76 | -11.24 | -888% |
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