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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World A
Price$35.02
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX commentary
Dec 05, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USWGX (1.54B). USWGX pays higher dividends than CWIEX: USWGX (1.26) vs CWIEX (1.14). CWIEX was incepted earlier than USWGX: CWIEX (24 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 : 12.74 vs. USWGX (8.88). CWIEX return over 5 years is better than : 42.81 vs. USWGX (26.34).
| 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 | 15 years | - |
| Gain YTD | 22.743 | 18.151 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.14 | 1.26 | 90% |
| Returns for 1 year | 12.74 | 8.88 | 143% |
| Returns for 3 years | 50.49 | 54.45 | 93% |
| Returns for 5 years | 42.81 | 26.34 | 163% |
| Returns for 10 years | 99.74 | 33.42 | 298% |
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