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$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World
Price$33.99
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets1.51B
CWIEX vs USAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. USAWX 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 USAWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. USAWX (1.51B). USAWX pays higher dividends than CWIEX: USAWX (1.53) vs CWIEX (1.17). 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 : 10.48 vs. USAWX (7.61). CWIEX return over 5 years is better than : 52.18 vs. USAWX (34.43).
| 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 | 19.725 | 15.064 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.17 | 1.53 | 77% |
| Returns for 1 year | 10.48 | 7.61 | 138% |
| Returns for 3 years | 66.72 | 67.94 | 98% |
| Returns for 5 years | 52.18 | 34.43 | 152% |
| Returns for 10 years | 95.26 | 32.67 | 292% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement