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CFIPX vs CWIAX
CFIPX vs CWIAX Comparison
Open Charts CFIPX vs CWIAX
Franklin Global Equity A
Price$28.00
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets502.01M
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
CFIPX vs CWIAX Comparison Chart in %
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CFIPX vs. CWIAX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. CFIPX (502M). CWIAX pays higher dividends than CFIPX: CWIAX (1.43) vs CFIPX (0.57). CFIPX was incepted earlier than CWIAX: CFIPX (35 years) vs CWIAX (24 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 : 18.80 vs. CWIAX (12.62). CFIPX return over 5 years is better than : 78.66 vs. CWIAX (50.23).
| CFIPX | CWIAX | CFIPX / CWIAX | |
| Total Expense Ratio | 1.27 | 0.78 | 163% |
| Annual Report Gross Expense Ratio | 1.27 | 0.78 | 163% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 15.018 | 15.660 | 96% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 137B | 0% |
| Annual Yield % from dividends | 0.57 | 1.43 | 40% |
| Returns for 1 year | 18.80 | 12.62 | 149% |
| Returns for 3 years | 67.41 | 54.83 | 123% |
| Returns for 5 years | 78.66 | 50.23 | 157% |
| Returns for 10 years | 129.75 | 97.83 | 133% |
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