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CWGFX vs CWIAX
CWGFX vs CWIAX Comparison
Open Charts CWGFX vs CWIAX
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 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CWGFX vs CWIAX Comparison Chart
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CWGFX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (125B) and CWIAX (125B) have equal amount of cash in the bank . CWIAX (1.61) and CWGFX (1.58) have matching dividends . CWGFX was incepted earlier than CWIAX: CWGFX (24 years) vs CWIAX (23 years). CWGFX (0.80) and CWIAX (0.78) have similar cost to investors . CWGFX (27.00) and CWIAX (27.00) have comparable annual turnover. CWGFX (250) and CWIAX (250) have matching initial minimum investment requirements. CWIAX (2.18) and CWGFX (2.15) have marching annual gain over last year. CWIAX return over 5 years is better than : 55.52 vs. CWGFX (50.78).
| CWGFX | CWIAX | CWGFX / CWIAX | |
| Total Expense Ratio | 0.80 | 0.78 | 103% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.807 | 2.839 | 99% |
| Front Load | N/A | 4% | - |
| 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 | 1.61 | 98% |
| Returns for 1 year | 2.15 | 2.18 | 99% |
| Returns for 3 years | 30.30 | 32.55 | 93% |
| Returns for 5 years | 50.78 | 55.52 | 91% |
| Returns for 10 years | 41.62 | 61.83 | 67% |