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CWIEX vs VICAX
CWIEX vs VICAX Comparison
Open Charts CWIEX vs VICAX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
USA Mutuals Vice A
Price$24.54
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets54.55M
CWIEX vs VICAX Comparison Chart in %
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CWIEX vs. VICAX commentary
Oct 19, 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 VICAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. VICAX (54.5M). CWIEX pays higher dividends than VICAX: CWIEX (1.17) vs VICAX (0.00). CWIEX was incepted earlier than VICAX: CWIEX (24 years) vs VICAX (14 years). VICAX (1.91) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). CWIEX has a lower initial minimum investment than VICAX: CWIEX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 12.98 vs. CWIEX (10.48). CWIEX return over 5 years is better than : 52.18 vs. VICAX (-5.57).
| CWIEX | VICAX | CWIEX / VICAX | |
| Total Expense Ratio | 1.00 | 1.73 | 58% |
| Annual Report Gross Expense Ratio | 1.00 | 1.91 | 52% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 19.725 | 21.485 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 54.5M | 258,716% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 10.48 | 12.98 | 81% |
| Returns for 3 years | 66.72 | 13.12 | 509% |
| Returns for 5 years | 52.18 | -5.57 | -936% |
| Returns for 10 years | 95.26 | -11.72 | -812% |
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