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CWGFX vs CWGIX
CWGFX vs CWGIX Comparison
Open Charts CWGFX vs CWGIX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
American Funds Capital World Gr&Inc A
Price$65.17
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
CWGFX vs CWGIX Comparison Chart
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CWGFX vs. CWGIX commentary
May 11, 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 CWGFX is a Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (125B) and CWGIX (125B) have equal amount of cash in the bank . CWGIX (1.64) and CWGFX (1.58) have matching dividends . CWGFX was incepted earlier than CWGIX: CWGFX (24 years) vs CWGIX (32 years). CWGFX (0.80) is less costly to investors than CWGIX (0.74). CWGFX (27.00) and CWGIX (27.00) have comparable annual turnover. CWGFX (250) and CWGIX (250) have matching initial minimum investment requirements. CWGIX (2.25) and CWGFX (2.15) have marching annual gain over last year. CWGIX (51.17) and CWGFX (50.78) have equivalent 5 years return.
| CWGFX | CWGIX | CWGFX / CWGIX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.74 | 108% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 2.807 | 2.847 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 1.58 | 1.64 | 96% |
| Returns for 1 year | 2.15 | 2.25 | 96% |
| Returns for 3 years | 30.30 | 30.51 | 99% |
| Returns for 5 years | 50.78 | 51.17 | 99% |
| Returns for 10 years | 41.62 | 42.03 | 99% |
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