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CWIEX vs USAWX
CWIEX vs USAWX Comparison
Open Charts CWIEX vs USAWX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World
Price$34.89
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets1.53B
CWIEX vs USAWX Comparison Chart in %
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CWIEX vs. USAWX commentary
Dec 04, 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 USAWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USAWX (1.53B). 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 : 12.34 vs. USAWX (8.85). CWIEX return over 5 years is better than : 42.72 vs. USAWX (28.45).
| 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 | 21.753 | 17.773 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,275% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | 12.34 | 8.85 | 139% |
| Returns for 3 years | 49.28 | 54.79 | 90% |
| Returns for 5 years | 42.72 | 28.45 | 150% |
| Returns for 10 years | 98.13 | 33.93 | 289% |
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