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CWIFX vs VICEX
CWIFX vs VICEX Comparison
Open Charts CWIFX vs VICEX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
USA Mutuals Vice Investor
Price$24.61
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets54.9M
CWIFX vs VICEX Comparison Chart in %
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CWIFX vs. VICEX commentary
Sep 09, 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 VICEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. VICEX (54.9M). CWIFX pays higher dividends than VICEX: CWIFX (1.57) 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 (15.92) and CWIFX (15.74) have marching annual gain over last year. CWIFX return over 5 years is better than : 53.52 vs. VICEX (-8.83).
| 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 | 16.830 | 20.637 | 82% |
| Front Load | N/A | N/A | - |
| 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 | 15.74 | 15.92 | 99% |
| Returns for 3 years | 51.54 | 7.31 | 705% |
| Returns for 5 years | 53.52 | -8.83 | -606% |
| Returns for 10 years | 103.39 | -6.40 | -1,614% |
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