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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World Institutional
Price$31.97
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets1.55B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX 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 CWIEX is a Hold and UIWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UIWGX (1.55B). 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 : 12.05 vs. UIWGX (5.86). CWIEX return over 5 years is better than : 32.09 vs. UIWGX (20.61).
| 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 | 14.072 | 7.861 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,155% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 12.05 | 5.86 | 206% |
| Returns for 3 years | 44.98 | 52.06 | 86% |
| Returns for 5 years | 32.09 | 20.61 | 156% |
| Returns for 10 years | 91.14 | 29.58 | 308% |
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