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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Victory Sustainable World A
Price$31.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.55B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Dec 28, 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 Hold and USWGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. USWGX (1.55B). 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 : 12.48 vs. USWGX (5.93). CWIFX return over 5 years is better than : 34.75 vs. USWGX (18.92).
| 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 | 14.543 | 7.861 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,155% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 12.48 | 5.93 | 210% |
| Returns for 3 years | 46.67 | 51.25 | 91% |
| Returns for 5 years | 34.75 | 18.92 | 184% |
| Returns for 10 years | 98.10 | 25.93 | 378% |
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