Interact to see
Advertisement
Advertisement
CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$75.89
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World A
Price$34.37
Change+$0.36 (+1.06%)
VolumeN/A
Net Assets1.51B
CWIFX vs USWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. USWGX commentary
Oct 21, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. USWGX (1.51B). CWIFX pays higher dividends than USWGX: CWIFX (1.53) vs USWGX (1.30). CWIFX was incepted earlier than USWGX: CWIFX (23 years) vs USWGX (15 years). USWGX (1.77) is less costly to investors than CWIFX (0.86). USWGX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than USWGX: CWIFX (250) vs USWGX (2500). CWIFX annual gain was more profitable for investors over the last year : 11.65 vs. USWGX (7.85). CWIFX return over 5 years is better than : 57.66 vs. USWGX (34.86).
| CWIFX | USWGX | CWIFX / USWGX | |
| Total Expense Ratio | 0.86 | 1.38 | 62% |
| Annual Report Gross Expense Ratio | 0.86 | 1.77 | 49% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 21.372 | 15.958 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.53 | 1.30 | 117% |
| Returns for 1 year | 11.65 | 7.85 | 148% |
| Returns for 3 years | 68.82 | 67.51 | 102% |
| Returns for 5 years | 57.66 | 34.86 | 165% |
| Returns for 10 years | 102.18 | 30.51 | 335% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement