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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World A
Price$32.95
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.48B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX commentary
Aug 18, 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 Buy and USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. USWGX (1.48B). USWGX pays higher dividends than CWIEX: USWGX (1.37) vs CWIEX (1.25). CWIEX was incepted earlier than USWGX: CWIEX (23 years) vs USWGX (15 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 : 11.15 vs. USWGX (8.99). CWIEX return over 5 years is better than : 49.58 vs. USWGX (31.27).
| CWIEX | USWGX | CWIEX / USWGX | |
| Total Expense Ratio | 1.00 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.312 | 11.167 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | 11.15 | 8.99 | 124% |
| Returns for 3 years | 41.58 | 41.43 | 100% |
| Returns for 5 years | 49.58 | 31.27 | 159% |
| Returns for 10 years | 81.77 | 22.63 | 361% |
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