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CWIEX vs VICCX
CWIEX vs VICCX Comparison
Open Charts CWIEX vs VICCX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
USA Mutuals Vice C
Price$23.28
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets55.67M
CWIEX vs VICCX Comparison Chart in %
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CWIEX vs. VICCX commentary
Sep 28, 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 VICCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. VICCX (55.7M). CWIEX pays higher dividends than VICCX: CWIEX (1.22) vs VICCX (0.00). CWIEX was incepted earlier than VICCX: CWIEX (24 years) vs VICCX (14 years). VICCX (2.65) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICCX (14.00). CWIEX has a lower initial minimum investment than VICCX: CWIEX (250) vs VICCX (2000). VICCX annual gain was more profitable for investors over the last year : 13.34 vs. CWIEX (9.15). CWIEX return over 5 years is better than : 56.65 vs. VICCX (-8.74).
| CWIEX | VICCX | CWIEX / VICCX | |
| Total Expense Ratio | 1.00 | 2.48 | 40% |
| Annual Report Gross Expense Ratio | 1.00 | 2.65 | 38% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 18.639 | 22.269 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 55.7M | 251,346% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 9.15 | 13.34 | 69% |
| Returns for 3 years | 69.61 | 10.66 | 653% |
| Returns for 5 years | 56.65 | -8.74 | -648% |
| Returns for 10 years | 109.57 | -10.27 | -1,067% |
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