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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Victory Capital Growth
Price$14.35
Change-$0.39 (-2.65%)
VolumeN/A
Net Assets1.08B
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Feb 05, 2026
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: 142B vs. USCGX (1.08B). USCGX pays higher dividends than CWICX: USCGX (0.94) vs CWICX (0.78). 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 : 15.32 vs. USCGX (13.15). CWICX return over 5 years is better than : 28.28 vs. USCGX (26.44).
| 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 | 4.859 | 4.061 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.08B | 13,136% |
| Annual Yield % from dividends | 0.78 | 0.94 | 83% |
| Returns for 1 year | 15.32 | 13.15 | 116% |
| Returns for 3 years | 39.85 | 36.49 | 109% |
| Returns for 5 years | 28.28 | 26.44 | 107% |
| Returns for 10 years | 107.70 | 78.61 | 137% |
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