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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Capital Growth
Price$13.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.06B
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX 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 CWICX is a Hold and USCGX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. USCGX (1.06B). USCGX pays higher dividends than CWICX: USCGX (1.57) vs CWICX (0.69). 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 : 11.71 vs. USCGX (9.25). CWICX return over 5 years is better than : 28.96 vs. USCGX (25.97).
| 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 | 13.763 | 10.987 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.06B | 13,422% |
| Annual Yield % from dividends | 0.69 | 1.57 | 44% |
| Returns for 1 year | 11.71 | 9.25 | 127% |
| Returns for 3 years | 43.00 | 38.49 | 112% |
| Returns for 5 years | 28.96 | 25.97 | 112% |
| Returns for 10 years | 80.48 | 52.72 | 153% |
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