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CFIPX vs CWIAX
CFIPX vs CWIAX Comparison
Open Charts CFIPX vs CWIAX
Franklin Global Equity A
Price$25.88
Change-$0.27 (-1.03%)
VolumeN/A
Net Assets458.29M
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CFIPX vs CWIAX Comparison Chart
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CFIPX vs. CWIAX commentary
Jun 15, 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 CFIPX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. CFIPX (458M). CWIAX pays higher dividends than CFIPX: CWIAX (1.52) vs CFIPX (0.61). CFIPX was incepted earlier than CWIAX: CFIPX (34 years) vs CWIAX (23 years). CFIPX (1.27) is less costly to investors than CWIAX (0.78). CFIPX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). CFIPX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than CFIPX: CWIAX (250) vs CFIPX (1000). CFIPX annual gain was more profitable for investors over the last year : 10.06 vs. CWIAX (6.31). CFIPX return over 5 years is better than : 81.85 vs. CWIAX (56.31).
| CFIPX | CWIAX | CFIPX / CWIAX | |
| Total Expense Ratio | 1.27 | 0.78 | 163% |
| Annual Report Gross Expense Ratio | 1.27 | 0.78 | 163% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.196 | 9.031 | 69% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 131B | 0% |
| Annual Yield % from dividends | 0.61 | 1.52 | 40% |
| Returns for 1 year | 10.06 | 6.31 | 159% |
| Returns for 3 years | 57.85 | 45.37 | 128% |
| Returns for 5 years | 81.85 | 56.31 | 145% |
| Returns for 10 years | 99.80 | 73.44 | 136% |