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CWGCX vs NUGIX
CWGCX vs NUGIX Comparison
Open Charts CWGCX vs NUGIX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Nuveen Global Dividend Growth I
Price$35.81
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets18.93M
CWGCX vs NUGIX Comparison Chart
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CWGCX vs. NUGIX commentary
Jun 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 Buy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. NUGIX (18.9M). NUGIX pays higher dividends than CWGCX: NUGIX (1.30) vs CWGCX (0.87). 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 : 5.53 vs. NUGIX (5.15). CWGCX (42.30) and NUGIX (40.82) 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 | 8.711 | 3.968 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 18.9M | 693,122% |
| Annual Yield % from dividends | 0.87 | 1.30 | 67% |
| Returns for 1 year | 5.53 | 5.15 | 107% |
| Returns for 3 years | 26.86 | 21.43 | 125% |
| Returns for 5 years | 42.30 | 40.82 | 104% |
| Returns for 10 years | 49.31 | 50.34 | 98% |
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