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CWGCX vs CWIFX
CWGCX vs CWIFX Comparison
Open Charts CWGCX vs CWIFX
American Funds Capital World Gr&Inc C
Price$71.07
Change-$0.47 (-0.66%)
VolumeN/A
Net Assets137.34B
American Funds Capital World Gr&Inc 529F
Price$71.73
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
CWGCX vs CWIFX Comparison Chart in %
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CWGCX vs. CWIFX commentary
Jul 29, 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 StrongBuy and CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX (137B) and CWIFX (137B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWGCX: CWIFX (1.60) vs CWGCX (0.83). CWGCX was incepted earlier than CWIFX: CWGCX (24 years) vs CWIFX (23 years). CWGCX (1.49) is less costly to investors than CWIFX (0.86). CWGCX (27.00) and CWIFX (27.00) have comparable annual turnover. CWGCX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 12.95 vs. CWGCX (11.95). CWIFX return over 5 years is better than : 53.87 vs. CWGCX (44.94).
| CWGCX | CWIFX | CWGCX / CWIFX | |
| Total Expense Ratio | 1.49 | 0.86 | 173% |
| Annual Report Gross Expense Ratio | 1.49 | 0.86 | 173% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.559 | 15.108 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 137B | 100% |
| Annual Yield % from dividends | 0.83 | 1.60 | 52% |
| Returns for 1 year | 11.95 | 12.95 | 92% |
| Returns for 3 years | 42.58 | 47.38 | 90% |
| Returns for 5 years | 44.94 | 53.87 | 83% |
| Returns for 10 years | 57.18 | 86.27 | 66% |
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