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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World Institutional
Price$32.91
Change-$1.37 (-4.00%)
VolumeN/A
Net Assets1.59B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX 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 CWIFX is a Buy and UIWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UIWGX (1.59B). CWIFX pays higher dividends than UIWGX: CWIFX (1.59) vs UIWGX (0.84). CWIFX was incepted earlier than UIWGX: CWIFX (23 years) vs UIWGX (10 years). UIWGX (1.44) is less costly to investors than CWIFX (0.86). UIWGX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UIWGX: CWIFX (250) vs UIWGX (1000000). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. UIWGX (10.45). CWIFX return over 5 years is better than : 34.32 vs. UIWGX (21.68).
| CWIFX | UIWGX | CWIFX / UIWGX | |
| Total Expense Ratio | 0.86 | 1.03 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.44 | 60% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.948 | 3.817 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.59 | 0.84 | 188% |
| Returns for 1 year | 16.37 | 10.45 | 157% |
| Returns for 3 years | 43.74 | 46.31 | 94% |
| Returns for 5 years | 34.32 | 21.68 | 158% |
| Returns for 10 years | 128.46 | 44.30 | 290% |
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