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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Capital Growth
Price$14.93
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets1.05B
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Nov 14, 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 CWICX is a StrongBuy and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. USCGX (1.05B). USCGX pays higher dividends than CWICX: USCGX (1.58) vs CWICX (0.70). CWICX was incepted earlier than USCGX: CWICX (24 years) vs USCGX (25 years). CWICX (1.53) is less costly to investors than USCGX (1.09). USCGX is a more actively managed with annual turnover of: 57.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than USCGX: CWICX (250) vs USCGX (3000). CWICX annual gain was more profitable for investors over the last year : 14.14 vs. USCGX (6.06). CWICX return over 5 years is better than : 45.37 vs. USCGX (40.98).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | 1.53 | 1.09 | 140% |
| Annual Report Gross Expense Ratio | 1.53 | 1.09 | 140% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 22.596 | 20.541 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.05B | 13,727% |
| Annual Yield % from dividends | 0.70 | 1.58 | 44% |
| Returns for 1 year | 14.14 | 6.06 | 233% |
| Returns for 3 years | 53.48 | 39.53 | 135% |
| Returns for 5 years | 45.37 | 40.98 | 111% |
| Returns for 10 years | 94.28 | 69.47 | 136% |
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