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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World A
Price$32.87
Change-$1.31 (-3.83%)
VolumeN/A
Net Assets1.59B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX 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 USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USWGX (1.59B). CWIEX pays higher dividends than USWGX: CWIEX (1.24) vs USWGX (0.58). CWIEX was incepted earlier than USWGX: CWIEX (24 years) vs USWGX (16 years). USWGX (1.77) is less costly to investors than CWIEX (1.00). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than USWGX: CWIEX (250) vs USWGX (2500). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. USWGX (10.05). CWIEX return over 5 years is better than : 31.71 vs. USWGX (19.51).
| CWIEX | USWGX | CWIEX / USWGX | |
| Total Expense Ratio | 1.00 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 4.913 | 3.789 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.24 | 0.58 | 215% |
| Returns for 1 year | 15.93 | 10.05 | 159% |
| Returns for 3 years | 42.06 | 44.71 | 94% |
| Returns for 5 years | 31.71 | 19.51 | 162% |
| Returns for 10 years | 119.07 | 41.02 | 290% |
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