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CWIFX vs VICEX
CWIFX vs VICEX Comparison
Open Charts CWIFX vs VICEX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
USA Mutuals Vice Investor
Price$24.78
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets54.55M
CWIFX vs VICEX Comparison Chart in %
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CWIFX vs. VICEX commentary
Oct 19, 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. VICEX (54.5M). CWIFX pays higher dividends than VICEX: CWIFX (1.53) vs VICEX (0.00). CWIFX was incepted earlier than VICEX: CWIFX (23 years) vs VICEX (23 years). VICEX (1.91) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VICEX (14.00). CWIFX has a lower initial minimum investment than VICEX: CWIFX (250) vs VICEX (2000). VICEX annual gain was more profitable for investors over the last year : 13.00 vs. CWIFX (10.94). CWIFX return over 5 years is better than : 55.22 vs. VICEX (-5.31).
| CWIFX | VICEX | CWIFX / VICEX | |
| Total Expense Ratio | 0.86 | 1.73 | 50% |
| Annual Report Gross Expense Ratio | 0.86 | 1.91 | 45% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 20.108 | 21.471 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 54.5M | 258,716% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 10.94 | 13.00 | 84% |
| Returns for 3 years | 68.69 | 13.29 | 517% |
| Returns for 5 years | 55.22 | -5.31 | -1,040% |
| Returns for 10 years | 103.66 | -11.24 | -923% |
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