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CWIAX vs VICEX
CWIAX vs VICEX Comparison
Open Charts CWIAX vs VICEX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
USA Mutuals Vice Investor
Price$21.87
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets52.5M
CWIAX vs VICEX Comparison Chart in %
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CWIAX vs. VICEX commentary
Dec 27, 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: 142B vs. VICEX (52.5M). CWIAX pays higher dividends than VICEX: CWIAX (1.35) 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). CWIAX annual gain was more profitable for investors over the last year : 12.26 vs. VICEX (6.84). CWIAX return over 5 years is better than : 33.62 vs. VICEX (-25.48).
| 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 | 14.302 | 7.206 | 198% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 52.5M | 270,476% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 12.26 | 6.84 | 179% |
| Returns for 3 years | 45.97 | -4.77 | -963% |
| Returns for 5 years | 33.62 | -25.48 | -132% |
| Returns for 10 years | 95.47 | -21.85 | -437% |
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