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CWGCX vs NUGAX
CWGCX vs NUGAX Comparison
Open Charts CWGCX vs NUGAX
American Funds Capital World Gr&Inc C
Price$57.22
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets118.88B
Nuveen Global Dividend Growth A
Price$31.04
Change-$1.89 (-5.74%)
VolumeN/A
Net Assets17.8M
CWGCX vs NUGAX Comparison Chart
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CWGCX vs. NUGAX commentary
Apr 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 CWGCX is a Hold and NUGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. NUGAX (17.8M). NUGAX pays higher dividends than CWGCX: NUGAX (1.12) vs CWGCX (0.93). CWGCX was incepted earlier than NUGAX: CWGCX (24 years) vs NUGAX (13 years). NUGAX (1.83) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). CWGCX has a lower initial minimum investment than NUGAX: CWGCX (250) vs NUGAX (2500). NUGAX annual gain was more profitable for investors over the last year : -0.60 vs. CWGCX (-2.91). NUGAX (59.73) and CWGCX (58.46) have equivalent 5 years return.
| CWGCX | NUGAX | CWGCX / NUGAX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.49 | 1.83 | 81% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -2.811 | -4.245 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 17.8M | 668,539% |
| Annual Yield % from dividends | 0.93 | 1.12 | 83% |
| Returns for 1 year | -2.91 | -0.60 | 488% |
| Returns for 3 years | 7.33 | 7.09 | 103% |
| Returns for 5 years | 58.46 | 59.73 | 98% |
| Returns for 10 years | 32.64 | 35.89 | 91% |
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