Interact to see
Advertisement
Advertisement
CWIFX vs VICVX
CWIFX vs VICVX Comparison
Open Charts CWIFX vs VICVX
American Funds Capital World Gr&Inc 529F
Price$73.97
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
USA Mutuals Vice Institutional
Price$23.65
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets54.5M
CWIFX vs VICVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. VICVX commentary
Jan 15, 2026
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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. VICVX (54.5M). CWIFX pays higher dividends than VICVX: CWIFX (1.66) vs VICVX (1.30). CWIFX was incepted earlier than VICVX: CWIFX (23 years) vs VICVX (12 years). VICVX (1.66) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). CWIFX has a lower initial minimum investment than VICVX: CWIFX (250) vs VICVX (2000). CWIFX annual gain was more profitable for investors over the last year : 19.75 vs. VICVX (16.38). CWIFX return over 5 years is better than : 33.86 vs. VICVX (-16.37).
| CWIFX | VICVX | CWIFX / VICVX | |
| Total Expense Ratio | 0.86 | 1.48 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 1.66 | 52% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 3.978 | 5.769 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 54.5M | 260,550% |
| Annual Yield % from dividends | 1.66 | 1.30 | 128% |
| Returns for 1 year | 19.75 | 16.38 | 121% |
| Returns for 3 years | 44.38 | -0.38 | -11,832% |
| Returns for 5 years | 33.86 | -16.37 | -207% |
| Returns for 10 years | 128.18 | -7.43 | -1,726% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers