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CWIEX vs UIWGX
CWIEX vs UIWGX Comparison
Open Charts CWIEX vs UIWGX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World Institutional
Price$34.11
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets1.51B
CWIEX vs UIWGX Comparison Chart in %
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CWIEX vs. UIWGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UIWGX (1.51B). UIWGX pays higher dividends than CWIEX: UIWGX (1.59) vs CWIEX (1.17). 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 : 10.48 vs. UIWGX (7.66). CWIEX return over 5 years is better than : 52.18 vs. UIWGX (34.93).
| 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 | 19.725 | 15.081 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.17 | 1.59 | 74% |
| Returns for 1 year | 10.48 | 7.66 | 137% |
| Returns for 3 years | 66.72 | 68.25 | 98% |
| Returns for 5 years | 52.18 | 34.93 | 149% |
| Returns for 10 years | 95.26 | 33.38 | 285% |
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