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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Victory Capital Growth
Price$14.64
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.02B
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX 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 CWICX is a Hold and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. USCGX (1.02B). USCGX pays higher dividends than CWICX: USCGX (1.60) vs CWICX (0.71). 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 : 9.93 vs. USCGX (2.35). CWICX return over 5 years is better than : 48.22 vs. USCGX (40.62).
| 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 | 19.238 | 16.561 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.02B | 13,824% |
| Annual Yield % from dividends | 0.71 | 1.60 | 44% |
| Returns for 1 year | 9.93 | 2.35 | 422% |
| Returns for 3 years | 64.13 | 47.74 | 134% |
| Returns for 5 years | 48.22 | 40.62 | 119% |
| Returns for 10 years | 85.05 | 62.53 | 136% |
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