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CWIEX vs USWGX
CWIEX vs USWGX Comparison
Open Charts CWIEX vs USWGX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World A
Price$31.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.55B
CWIEX vs USWGX Comparison Chart in %
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CWIEX vs. USWGX commentary
Dec 27, 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 USWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. USWGX (1.55B). 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 : 12.16 vs. USWGX (5.93). CWIEX return over 5 years is better than : 32.24 vs. USWGX (18.92).
| 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 | 14.199 | 7.861 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,155% |
| Annual Yield % from dividends | 1.14 | 1.26 | 90% |
| Returns for 1 year | 12.16 | 5.93 | 205% |
| Returns for 3 years | 45.09 | 51.25 | 88% |
| Returns for 5 years | 32.24 | 18.92 | 170% |
| Returns for 10 years | 90.09 | 25.93 | 347% |
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