Interact to see
Advertisement
Advertisement
CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Victory Sustainable World Institutional
Price$33.30
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets1.48B
CWIEX vs UIWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UIWGX commentary
Sep 10, 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 CWIEX is a Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. UIWGX (1.48B). UIWGX pays higher dividends than CWIEX: UIWGX (1.63) vs CWIEX (1.22). CWIEX was incepted earlier than UIWGX: CWIEX (24 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIEX (1.00). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UIWGX: CWIEX (250) vs UIWGX (1000000). CWIEX annual gain was more profitable for investors over the last year : 15.31 vs. UIWGX (12.76). CWIEX return over 5 years is better than : 50.55 vs. UIWGX (33.28).
| CWIEX | UIWGX | CWIEX / UIWGX | |
| Total Expense Ratio | 1.00 | 1.03 | 97% |
| Annual Report Gross Expense Ratio | 1.00 | 1.44 | 69% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 16.523 | 12.348 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.48B | 9,331% |
| Annual Yield % from dividends | 1.22 | 1.63 | 75% |
| Returns for 1 year | 15.31 | 12.76 | 120% |
| Returns for 3 years | 49.81 | 51.28 | 97% |
| Returns for 5 years | 50.55 | 33.28 | 152% |
| Returns for 10 years | 95.02 | 33.80 | 281% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers