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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World
Price$31.89
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets1.55B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX 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 USAWX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USAWX (1.55B). USAWX pays higher dividends than CWIEX: USAWX (1.48) vs CWIEX (1.14). CWIEX was incepted earlier than USAWX: CWIEX (24 years) vs USAWX (33 years). USAWX (1.07) is less costly to investors than CWIEX (1.00). USAWX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than USAWX: CWIEX (250) vs USAWX (3000). CWIEX annual gain was more profitable for investors over the last year : 12.05 vs. USAWX (5.81). CWIEX return over 5 years is better than : 32.09 vs. USAWX (20.15).
| CWIEX | USAWX | CWIEX / USAWX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.00 | 1.07 | 93% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 14.072 | 7.820 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,155% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | 12.05 | 5.81 | 207% |
| Returns for 3 years | 44.98 | 51.80 | 87% |
| Returns for 5 years | 32.09 | 20.15 | 159% |
| Returns for 10 years | 91.14 | 28.52 | 320% |
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