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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Capital Growth
Price$13.86
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets989.5M
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Jul 07, 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 Buy and USCGX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. USCGX (989M). USCGX pays higher dividends than CWICX: USCGX (1.70) vs CWICX (0.78). CWICX was incepted earlier than USCGX: CWICX (23 years) vs USCGX (25 years). CWICX (1.53) is less costly to investors than USCGX (1.13). USCGX is a more actively managed with annual turnover of: 59.00 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 : 8.49 vs. USCGX (2.22). CWICX return over 5 years is better than : 50.99 vs. USCGX (45.01).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | 1.53 | 1.13 | 135% |
| Annual Report Gross Expense Ratio | 1.53 | 1.13 | 135% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 13.135 | 10.350 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 989M | 13,751% |
| Annual Yield % from dividends | 0.78 | 1.70 | 46% |
| Returns for 1 year | 8.49 | 2.22 | 382% |
| Returns for 3 years | 48.18 | 35.66 | 135% |
| Returns for 5 years | 50.99 | 45.01 | 113% |
| Returns for 10 years | 70.73 | 50.63 | 140% |
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