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CWGCX vs NUGIX
CWGCX vs NUGIX Comparison
Open Charts CWGCX vs NUGIX
American Funds Capital World Gr&Inc C
Price$69.98
Change-$0.37 (-0.53%)
VolumeN/A
Net Assets134.28B
Nuveen Global Dividend Growth I
Price$35.64
Change-$0.23 (-0.64%)
VolumeN/A
Net Assets18.95M
CWGCX vs NUGIX Comparison Chart in %
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CWGCX vs. NUGIX commentary
Aug 07, 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 NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. NUGIX (18.9M). NUGIX pays higher dividends than CWGCX: NUGIX (1.38) vs CWGCX (0.84). CWGCX was incepted earlier than NUGIX: CWGCX (24 years) vs NUGIX (13 years). NUGIX (1.58) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). CWGCX has a lower initial minimum investment than NUGIX: CWGCX (250) vs NUGIX (100000). CWGCX annual gain was more profitable for investors over the last year : 15.02 vs. NUGIX (6.47). NUGIX (41.40) and CWGCX (40.46) have equivalent 5 years return.
| CWGCX | NUGIX | CWGCX / NUGIX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.49 | 1.58 | 94% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 12.061 | 5.178 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 18.9M | 708,995% |
| Annual Yield % from dividends | 0.84 | 1.38 | 60% |
| Returns for 1 year | 15.02 | 6.47 | 232% |
| Returns for 3 years | 39.36 | 26.19 | 150% |
| Returns for 5 years | 40.46 | 41.40 | 98% |
| Returns for 10 years | 54.84 | 51.98 | 105% |
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