Interact to see
Advertisement
Advertisement
CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World
Price$32.80
Change-$1.36 (-3.98%)
VolumeN/A
Net Assets1.59B
CWIEX vs USAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. USAWX commentary
Feb 04, 2026
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 Buy and USAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USAWX (1.59B). CWIEX pays higher dividends than USAWX: CWIEX (1.24) vs USAWX (0.81). 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 : 15.93 vs. USAWX (10.44). CWIEX return over 5 years is better than : 31.71 vs. USAWX (21.26).
| 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 | 4.913 | 3.830 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.24 | 0.81 | 154% |
| Returns for 1 year | 15.93 | 10.44 | 153% |
| Returns for 3 years | 42.06 | 46.02 | 91% |
| Returns for 5 years | 31.71 | 21.26 | 149% |
| Returns for 10 years | 119.07 | 43.16 | 276% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FYT | 61.88 | 0.26 | +0.41% |
| First Trust Small Cap Val AlphaDEX® ETF | |||
| XHYF | 37.88 | 0.06 | +0.16% |
| BondBloxx US Hg Yld Fncl & REIT Str ETF | |||
| IGIB | 53.74 | N/A | N/A |
| iShares 5-10 Year invmt Grd Corp Bd ETF | |||
| PMBS | 50.03 | N/A | N/A |
| PIMCO Mortgage-Backed Securities Act ETF | |||
| STK | 40.33 | -0.34 | -0.84% |
| Columbia Seligman Premium Technology Growth Fund | |||