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CWGFX vs CWIEX
CWGFX vs CWIEX Comparison
Open Charts CWGFX vs CWIEX
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 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CWGFX vs CWIEX Comparison Chart
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CWGFX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (125B) and CWIEX (125B) have equal amount of cash in the bank . CWGFX pays higher dividends than CWIEX: CWGFX (1.58) vs CWIEX (1.38). CWGFX was incepted earlier than CWIEX: CWGFX (24 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than CWGFX (0.80). CWGFX (27.00) and CWIEX (27.00) have comparable annual turnover. CWGFX (250) and CWIEX (250) have matching initial minimum investment requirements. CWGFX annual gain was more profitable for investors over the last year : 2.15 vs. CWIEX (1.96). CWIEX return over 5 years is better than : 53.73 vs. CWGFX (50.78).
| CWGFX | CWIEX | CWGFX / CWIEX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.807 | 2.755 | 102% |
| 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 | 1.38 | 114% |
| Returns for 1 year | 2.15 | 1.96 | 110% |
| Returns for 3 years | 30.30 | 31.61 | 96% |
| Returns for 5 years | 50.78 | 53.73 | 95% |
| Returns for 10 years | 41.62 | 58.24 | 71% |
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