Interact to see
Advertisement
Advertisement
CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
USA Mutuals Vice Institutional
Price$22.64
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets52.5M
CWIEX vs VICVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. VICVX commentary
Dec 25, 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VICVX (52.5M). CWIEX pays higher dividends than VICVX: CWIEX (1.14) vs VICVX (0.00). CWIEX was incepted earlier than VICVX: CWIEX (24 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWIEX has a lower initial minimum investment than VICVX: CWIEX (250) vs VICVX (2000). CWIEX annual gain was more profitable for investors over the last year : 12.05 vs. VICVX (7.30). CWIEX return over 5 years is better than : 32.09 vs. VICVX (-23.74).
| CWIEX | VICVX | CWIEX / VICVX | |
| Total Expense Ratio | 1.00 | 1.48 | 68% |
| Annual Report Gross Expense Ratio | 1.00 | 1.66 | 60% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.072 | 7.656 | 184% |
| Front Load | N/A | N/A | - |
| 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 | 12.05 | 7.30 | 165% |
| Returns for 3 years | 44.98 | -3.59 | -1,255% |
| Returns for 5 years | 32.09 | -23.74 | -135% |
| Returns for 10 years | 91.14 | -18.77 | -486% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement