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CWIFX vs USWGX
CWIFX vs USWGX Comparison
Open Charts CWIFX vs USWGX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Victory Sustainable World A
Price$32.95
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.48B
CWIFX vs USWGX Comparison Chart in %
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CWIFX vs. USWGX commentary
Aug 18, 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. USWGX (1.48B). CWIFX pays higher dividends than USWGX: CWIFX (1.60) vs USWGX (1.37). 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 : 11.58 vs. USWGX (8.99). CWIFX return over 5 years is better than : 52.56 vs. USWGX (31.27).
| 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 | 15.587 | 11.167 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.48B | 9,257% |
| Annual Yield % from dividends | 1.60 | 1.37 | 117% |
| Returns for 1 year | 11.58 | 8.99 | 129% |
| Returns for 3 years | 43.22 | 41.43 | 104% |
| Returns for 5 years | 52.56 | 31.27 | 168% |
| Returns for 10 years | 89.56 | 22.63 | 396% |
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