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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Victory Sustainable World Institutional
Price$34.63
Change-$0.47 (-1.34%)
VolumeN/A
Net Assets1.52B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX commentary
Nov 14, 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 CWIFX is a StrongBuy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. UIWGX (1.52B). UIWGX (1.56) and CWIFX (1.49) have matching dividends . 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 : 13.64 vs. UIWGX (10.72). CWIFX return over 5 years is better than : 49.49 vs. UIWGX (33.48).
| 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 | 21.356 | 18.421 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.52B | 9,455% |
| Annual Yield % from dividends | 1.49 | 1.56 | 96% |
| Returns for 1 year | 13.64 | 10.72 | 127% |
| Returns for 3 years | 55.78 | 59.66 | 93% |
| Returns for 5 years | 49.49 | 33.48 | 148% |
| Returns for 10 years | 107.52 | 37.86 | 284% |
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