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CWIEX vs VICAX
CWIEX vs VICAX Comparison
Open Charts CWIEX vs VICAX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
USA Mutuals Vice A
Price$21.61
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets52.46M
CWIEX vs VICAX Comparison Chart in %
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CWIEX vs. VICAX 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 VICAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VICAX (52.5M). CWIEX pays higher dividends than VICAX: CWIEX (1.14) 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). CWIEX annual gain was more profitable for investors over the last year : 12.16 vs. VICAX (6.40). CWIEX return over 5 years is better than : 32.24 vs. VICAX (-25.85).
| 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 | 14.199 | 6.980 | 203% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 52.5M | 270,476% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 12.16 | 6.40 | 190% |
| Returns for 3 years | 45.09 | -5.31 | -850% |
| Returns for 5 years | 32.24 | -25.85 | -125% |
| Returns for 10 years | 90.09 | -22.92 | -393% |
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