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ASUAX vs CWGFX
ASUAX vs CWGFX Comparison
Open Charts ASUAX vs CWGFX
Virtus NFJ Global Sustainability A
Price$12.41
Change-$0.93 (-6.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
ASUAX vs CWGFX Comparison Chart
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ASUAX vs. CWGFX commentary
Dec 19, 2024
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 ASUAX is a Hold and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. ASUAX (8.3M). CWGFX pays higher dividends than ASUAX: CWGFX (1.64) vs ASUAX (1.22). ASUAX was incepted earlier than CWGFX: ASUAX (10 years) vs CWGFX (24 years). ASUAX is a more actively managed with annual turnover of: 114.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ASUAX: CWGFX (250) vs ASUAX (2500). CWGFX annual gain was more profitable for investors over the last year : 12.01 vs. ASUAX (-14.19). CWGFX return over 5 years is better than : 32.35 vs. ASUAX (-28.87).
| ASUAX | CWGFX | ASUAX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.831 | 10.423 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3M | 121B | 0% |
| Annual Yield % from dividends | 1.22 | 1.64 | 74% |
| Returns for 1 year | -14.19 | 12.01 | -118% |
| Returns for 3 years | -37.15 | 9.87 | -376% |
| Returns for 5 years | -28.87 | 32.35 | -89% |
| Returns for 10 years | -6.32 | 47.57 | -13% |
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