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CWIFX vs USAWX
CWIFX vs USAWX Comparison
Open Charts CWIFX vs USAWX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Victory Sustainable World
Price$33.62
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets1.49B
CWIFX vs USAWX Comparison Chart in %
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CWIFX vs. USAWX commentary
Sep 27, 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 Buy and USAWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. USAWX (1.49B). USAWX (1.57) and CWIFX (1.57) have matching dividends . CWIFX was incepted earlier than USAWX: CWIFX (23 years) vs USAWX (33 years). USAWX (1.07) is less costly to investors than CWIFX (0.86). USAWX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than USAWX: CWIFX (250) vs USAWX (3000). CWIFX annual gain was more profitable for investors over the last year : 9.58 vs. USAWX (6.47). CWIFX return over 5 years is better than : 59.80 vs. USAWX (38.61).
| CWIFX | USAWX | CWIFX / USAWX | |
| Total Expense Ratio | 0.86 | 1.07 | 80% |
| Annual Report Gross Expense Ratio | 0.86 | 1.07 | 80% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 18.989 | 13.812 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.49B | 9,383% |
| Annual Yield % from dividends | 1.57 | 1.57 | 100% |
| Returns for 1 year | 9.58 | 6.47 | 148% |
| Returns for 3 years | 71.60 | 70.77 | 101% |
| Returns for 5 years | 59.80 | 38.61 | 155% |
| Returns for 10 years | 118.55 | 40.57 | 292% |
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