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CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
USA Mutuals Vice Institutional
Price$23.92
Change-$2.05 (-7.89%)
VolumeN/A
Net Assets54.16M
CWIEX vs VICVX Comparison Chart in %
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CWIEX vs. VICVX commentary
Feb 05, 2026
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 VICVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VICVX (54.2M). CWIEX (1.24) and VICVX (1.23) have matching dividends . 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 : 15.93 vs. VICVX (12.88). CWIEX return over 5 years is better than : 31.71 vs. VICVX (-16.61).
| 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 | 4.913 | 6.977 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 54.2M | 261,993% |
| Annual Yield % from dividends | 1.24 | 1.23 | 101% |
| Returns for 1 year | 15.93 | 12.88 | 124% |
| Returns for 3 years | 42.06 | 0.35 | 11,949% |
| Returns for 5 years | 31.71 | -16.61 | -191% |
| Returns for 10 years | 119.07 | -8.81 | -1,351% |
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