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CWGCX vs CWIAX
CWGCX vs CWIAX Comparison
Open Charts CWGCX vs CWIAX
American Funds Capital World Gr&Inc C
Price$64.17
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets124.56B
American Funds Capital World Gr&Inc 529A
Price$64.74
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
CWGCX vs CWIAX Comparison Chart
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CWGCX vs. CWIAX commentary
May 09, 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 CWGCX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX (125B) and CWIAX (125B) have equal amount of cash in the bank . CWIAX pays higher dividends than CWGCX: CWIAX (1.61) vs CWGCX (0.92). CWGCX was incepted earlier than CWIAX: CWGCX (24 years) vs CWIAX (23 years). CWGCX (1.49) is less costly to investors than CWIAX (0.78). CWGCX (27.00) and CWIAX (27.00) have comparable annual turnover. CWGCX (250) and CWIAX (250) have matching initial minimum investment requirements. CWIAX annual gain was more profitable for investors over the last year : 1.96 vs. CWGCX (1.19). CWIAX return over 5 years is better than : 54.80 vs. CWGCX (46.62).
| CWGCX | CWIAX | CWGCX / CWIAX | |
| Total Expense Ratio | 1.49 | 0.78 | 191% |
| Annual Report Gross Expense Ratio | 1.49 | 0.78 | 191% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.104 | 2.364 | 89% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 0.92 | 1.61 | 57% |
| Returns for 1 year | 1.19 | 1.96 | 61% |
| Returns for 3 years | 24.02 | 28.24 | 85% |
| Returns for 5 years | 46.62 | 54.80 | 85% |
| Returns for 10 years | 36.56 | 59.83 | 61% |
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