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CWGFX vs CWICX
CWGFX vs CWICX Comparison
Open Charts CWGFX vs CWICX
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 529C
Price$64.69
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CWGFX vs CWICX Comparison Chart
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CWGFX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (125B) and CWICX (125B) have equal amount of cash in the bank . CWGFX pays higher dividends than CWICX: CWGFX (1.58) vs CWICX (0.86). CWGFX was incepted earlier than CWICX: CWGFX (24 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than CWGFX (0.80). CWGFX (27.00) and CWICX (27.00) have comparable annual turnover. CWGFX (250) and CWICX (250) have matching initial minimum investment requirements. CWGFX annual gain was more profitable for investors over the last year : 2.15 vs. CWICX (1.42). CWGFX (50.78) and CWICX (49.70) have equivalent 5 years return.
| CWGFX | CWICX | CWGFX / CWICX | |
| Total Expense Ratio | 0.80 | 1.53 | 52% |
| Annual Report Gross Expense Ratio | 0.80 | 1.53 | 52% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.807 | 2.560 | 110% |
| Front Load | N/A | N/A | - |
| 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 | 0.86 | 183% |
| Returns for 1 year | 2.15 | 1.42 | 151% |
| Returns for 3 years | 30.30 | 29.53 | 103% |
| Returns for 5 years | 50.78 | 49.70 | 102% |
| Returns for 10 years | 41.62 | 49.95 | 83% |
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