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CWIEX vs VICVX
CWIEX vs VICVX Comparison
Open Charts CWIEX vs VICVX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
USA Mutuals Vice Institutional
Price$25.60
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets54.55M
CWIEX vs VICVX Comparison Chart in %
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CWIEX vs. VICVX 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. VICVX (54.5M). CWIEX pays higher dividends than VICVX: CWIEX (1.17) 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). VICVX annual gain was more profitable for investors over the last year : 13.42 vs. CWIEX (10.48). CWIEX return over 5 years is better than : 52.18 vs. VICVX (-3.24).
| 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 | 19.725 | 21.731 | 91% |
| Front Load | N/A | N/A | - |
| 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 | 13.42 | 78% |
| Returns for 3 years | 66.72 | 14.70 | 454% |
| Returns for 5 years | 52.18 | -3.24 | -1,610% |
| Returns for 10 years | 95.26 | -7.90 | -1,206% |
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