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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World A
Price$35.02
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets1.54B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Dec 05, 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: 142B vs. USWGX (1.54B). CWIFX pays higher dividends than USWGX: CWIFX (1.48) vs USWGX (1.26). 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 : 13.18 vs. USWGX (8.88). CWIFX return over 5 years is better than : 45.63 vs. USWGX (26.34).
| 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 | 23.195 | 18.151 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.54B | 9,221% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 13.18 | 8.88 | 148% |
| Returns for 3 years | 52.29 | 54.45 | 96% |
| Returns for 5 years | 45.63 | 26.34 | 173% |
| Returns for 10 years | 108.34 | 33.42 | 324% |
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