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CWIFX vs VICAX
CWIFX vs VICAX Comparison
Open Charts CWIFX vs VICAX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
USA Mutuals Vice A
Price$24.33
Change+$0.23 (+0.95%)
VolumeN/A
Net Assets54.9M
CWIFX vs VICAX Comparison Chart in %
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CWIFX vs. VICAX commentary
Sep 08, 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 VICAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. VICAX (54.9M). CWIFX pays higher dividends than VICAX: CWIFX (1.57) vs VICAX (0.00). CWIFX was incepted earlier than VICAX: CWIFX (23 years) vs VICAX (14 years). VICAX (1.91) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VICAX (14.00). CWIFX has a lower initial minimum investment than VICAX: CWIFX (250) vs VICAX (2000). VICAX annual gain was more profitable for investors over the last year : 14.66 vs. CWIFX (13.31). CWIFX return over 5 years is better than : 52.14 vs. VICAX (-9.46).
| CWIFX | VICAX | CWIFX / VICAX | |
| Total Expense Ratio | 0.86 | 1.73 | 50% |
| Annual Report Gross Expense Ratio | 0.86 | 1.91 | 45% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 16.304 | 20.446 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 54.9M | 251,366% |
| Annual Yield % from dividends | 1.57 | 0.00 | - |
| Returns for 1 year | 13.31 | 14.66 | 91% |
| Returns for 3 years | 56.25 | 9.43 | 597% |
| Returns for 5 years | 52.14 | -9.46 | -551% |
| Returns for 10 years | 102.66 | -7.93 | -1,295% |
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