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CWIFX vs UIWGX
CWIFX vs UIWGX Comparison
Open Charts CWIFX vs UIWGX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World Institutional
Price$35.14
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIFX vs UIWGX Comparison Chart in %
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CWIFX vs. UIWGX commentary
Dec 04, 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: 142B vs. UIWGX (1.54B). UIWGX (1.54) and CWIFX (1.48) 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 : 12.79 vs. UIWGX (8.93). CWIFX return over 5 years is better than : 45.56 vs. UIWGX (28.93).
| 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 | 22.203 | 17.814 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.48 | 1.54 | 96% |
| Returns for 1 year | 12.79 | 8.93 | 143% |
| Returns for 3 years | 51.07 | 55.09 | 93% |
| Returns for 5 years | 45.56 | 28.93 | 158% |
| Returns for 10 years | 106.66 | 34.67 | 308% |
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