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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World Institutional
Price$35.14
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Dec 04, 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 StrongBuy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UIWGX (1.54B). UIWGX pays higher dividends than CWIEX: UIWGX (1.54) vs CWIEX (1.14). 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 : 12.34 vs. UIWGX (8.93). CWIEX return over 5 years is better than : 42.72 vs. UIWGX (28.93).
| 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 | 21.753 | 17.814 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 12.34 | 8.93 | 138% |
| Returns for 3 years | 49.28 | 55.09 | 89% |
| Returns for 5 years | 42.72 | 28.93 | 148% |
| Returns for 10 years | 98.13 | 34.67 | 283% |
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