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FWGIX vs USWGX
FWGIX vs USWGX Comparison
Open Charts FWGIX vs USWGX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World A
Price$32.24
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets1.46B
FWGIX vs USWGX Comparison Chart in %
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FWGIX vs. USWGX 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 USWGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. USWGX (1.46B). FWGIX pays higher dividends than USWGX: FWGIX (1.77) vs USWGX (1.38). FWGIX was incepted earlier than USWGX: FWGIX (8 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than FWGIX (0.41). USWGX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). USWGX has a lower initial minimum investment than FWGIX: USWGX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. USWGX (7.16). FWGIX return over 5 years is better than : 54.88 vs. USWGX (37.61).
| FWGIX | USWGX | FWGIX / USWGX | |
| Total Expense Ratio | 0.41 | 1.36 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.90 | 22% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 13.775 | 8.772 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.77 | 1.38 | 129% |
| Returns for 1 year | 9.74 | 7.16 | 136% |
| Returns for 3 years | 51.57 | 52.14 | 99% |
| Returns for 5 years | 54.88 | 37.61 | 146% |
| Returns for 10 years | N/A | 21.11 | - |
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