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FWGIX vs UIWGX
FWGIX vs UIWGX Comparison
Open Charts FWGIX vs UIWGX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Victory Sustainable World Institutional
Price$32.71
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets1.47B
FWGIX vs UIWGX Comparison Chart in %
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FWGIX vs. UIWGX commentary
Jul 28, 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: 137B vs. UIWGX (1.47B). FWGIX pays higher dividends than UIWGX: FWGIX (1.77) vs UIWGX (1.68). FWGIX was incepted earlier than UIWGX: FWGIX (9 years) vs UIWGX (10 years). UIWGX (1.44) 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 : 14.19 vs. UIWGX (11.28). FWGIX return over 5 years is better than : 53.11 vs. UIWGX (37.51).
| FWGIX | UIWGX | FWGIX / UIWGX | |
| Total Expense Ratio | 0.41 | 1.03 | 40% |
| Annual Report Gross Expense Ratio | 0.41 | 1.44 | 28% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 15.237 | 10.358 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.47B | 9,294% |
| Annual Yield % from dividends | 1.77 | 1.68 | 105% |
| Returns for 1 year | 14.19 | 11.28 | 126% |
| Returns for 3 years | 52.35 | 52.13 | 100% |
| Returns for 5 years | 53.11 | 37.51 | 142% |
| Returns for 10 years | N/A | N/A | - |
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