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FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World Institutional
Price$32.31
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets1.46B
FWGIX vs UIWGX Comparison Chart in %
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FWGIX vs. UIWGX commentary
Jul 07, 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 FWGIX is a Buy and UIWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. UIWGX (1.46B). FWGIX pays higher dividends than UIWGX: FWGIX (1.77) vs UIWGX (1.68). FWGIX was incepted earlier than UIWGX: FWGIX (8 years) vs UIWGX (10 years). UIWGX (1.66) is less costly to investors than FWGIX (0.41). UIWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and UIWGX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. UIWGX (7.58). FWGIX return over 5 years is better than : 54.88 vs. UIWGX (40.08).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | 0.41 | 1.01 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 13.775 | 9.008 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.77 | 1.68 | 105% |
| Returns for 1 year | 9.74 | 7.58 | 129% |
| Returns for 3 years | 51.57 | 53.80 | 96% |
| Returns for 5 years | 54.88 | 40.08 | 137% |
| Returns for 10 years | N/A | N/A | - |
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