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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World Institutional
Price$32.91
Change-$1.37 (-4.00%)
VolumeN/A
Net Assets1.59B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX 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 CWIEX is a Buy and UIWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UIWGX (1.59B). CWIEX pays higher dividends than UIWGX: CWIEX (1.24) vs UIWGX (0.84). 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 : 15.93 vs. UIWGX (10.45). CWIEX return over 5 years is better than : 31.71 vs. UIWGX (21.68).
| 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 | 4.913 | 3.817 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.24 | 0.84 | 147% |
| Returns for 1 year | 15.93 | 10.45 | 152% |
| Returns for 3 years | 42.06 | 46.31 | 91% |
| Returns for 5 years | 31.71 | 21.68 | 146% |
| Returns for 10 years | 119.07 | 44.30 | 269% |
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