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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Victory Sustainable World A
Price$32.87
Change-$1.31 (-3.83%)
VolumeN/A
Net Assets1.59B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Feb 04, 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 USWGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. USWGX (1.59B). CWIFX pays higher dividends than USWGX: CWIFX (1.59) vs USWGX (0.58). CWIFX was incepted earlier than USWGX: CWIFX (23 years) vs USWGX (16 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 : 16.37 vs. USWGX (10.05). CWIFX return over 5 years is better than : 34.32 vs. USWGX (19.51).
| 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 | 16 years | - |
| Gain YTD | 4.948 | 3.789 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,953% |
| Annual Yield % from dividends | 1.59 | 0.58 | 275% |
| Returns for 1 year | 16.37 | 10.05 | 163% |
| Returns for 3 years | 43.74 | 44.71 | 98% |
| Returns for 5 years | 34.32 | 19.51 | 176% |
| Returns for 10 years | 128.46 | 41.02 | 313% |
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