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$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Sustainable World Institutional
Price$34.63
Change-$0.47 (-1.34%)
VolumeN/A
Net Assets1.52B
CWIEX vs UIWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UIWGX commentary
Nov 14, 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: 144B vs. UIWGX (1.52B). UIWGX pays higher dividends than CWIEX: UIWGX (1.56) vs CWIEX (1.15). 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 : 13.18 vs. UIWGX (10.72). CWIEX return over 5 years is better than : 46.58 vs. UIWGX (33.48).
| 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 | 20.939 | 18.421 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.52B | 9,455% |
| Annual Yield % from dividends | 1.15 | 1.56 | 74% |
| Returns for 1 year | 13.18 | 10.72 | 123% |
| Returns for 3 years | 53.98 | 59.66 | 90% |
| Returns for 5 years | 46.58 | 33.48 | 139% |
| Returns for 10 years | 99.00 | 37.86 | 261% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers