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FWGIX vs VICVX
FWGIX vs VICVX Comparison
Open Charts FWGIX vs VICVX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
USA Mutuals Vice Institutional
Price$24.61
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets54.71M
FWGIX vs VICVX Comparison Chart in %
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FWGIX vs. VICVX 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 VICVX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. VICVX (54.7M). FWGIX pays higher dividends than VICVX: FWGIX (1.77) vs VICVX (0.00). FWGIX was incepted earlier than VICVX: FWGIX (8 years) vs VICVX (11 years). VICVX (1.66) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. VICVX (14.00). VICVX has a lower initial minimum investment than FWGIX: VICVX (2000) vs FWGIX (1000000). VICVX annual gain was more profitable for investors over the last year : 16.69 vs. FWGIX (9.74). FWGIX return over 5 years is better than : 54.88 vs. VICVX (-6.05).
| FWGIX | VICVX | FWGIX / VICVX | |
| Total Expense Ratio | 0.41 | 1.48 | 28% |
| Annual Report Gross Expense Ratio | 0.41 | 1.66 | 25% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 13.775 | 17.023 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 54.7M | 248,629% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | 9.74 | 16.69 | 58% |
| Returns for 3 years | 51.57 | 3.86 | 1,336% |
| Returns for 5 years | 54.88 | -6.05 | -908% |
| Returns for 10 years | N/A | -8.98 | - |
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