Interact to see
Advertisement
Advertisement
CWIFX vs VICEX
CWIFX vs VICEX Comparison
Open Charts CWIFX vs VICEX
American Funds Capital World Gr&Inc 529F
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
USA Mutuals Vice Investor
Price$21.87
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets52.5M
CWIFX vs VICEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. VICEX commentary
Dec 27, 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: 142B vs. VICEX (52.5M). CWIFX pays higher dividends than VICEX: CWIFX (1.48) 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). CWIFX annual gain was more profitable for investors over the last year : 12.39 vs. VICEX (6.84). CWIFX return over 5 years is better than : 34.60 vs. VICEX (-25.48).
| 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 | 14.415 | 7.206 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 52.5M | 270,476% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 12.39 | 6.84 | 181% |
| Returns for 3 years | 46.56 | -4.77 | -976% |
| Returns for 5 years | 34.60 | -25.48 | -136% |
| Returns for 10 years | 99.15 | -21.85 | -454% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement