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CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Templeton World R6
Price$17.19
Change-$0.31 (-1.77%)
VolumeN/A
Net Assets2.67B
CWGFX vs FTWRX Comparison Chart
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CWGFX vs. FTWRX commentary
Feb 23, 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 StrongBuy and FTWRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. FTWRX (2.68B). CWGFX pays higher dividends than FTWRX: CWGFX (1.64) vs FTWRX (0.77). CWGFX was incepted earlier than FTWRX: CWGFX (24 years) vs FTWRX (12 years). FTWRX is a more actively managed with annual turnover of: 47.28 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than FTWRX: CWGFX (250) vs FTWRX (1000000). CWGFX annual gain was more profitable for investors over the last year : 7.04 vs. FTWRX (6.50). CWGFX (32.49) and FTWRX (31.44) have equivalent 5 years return.
| CWGFX | FTWRX | CWGFX / FTWRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 4.307 | 3.554 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.68B | 4,785% |
| Annual Yield % from dividends | 1.64 | 0.77 | 212% |
| Returns for 1 year | 7.04 | 6.50 | 108% |
| Returns for 3 years | 16.46 | 23.18 | 71% |
| Returns for 5 years | 32.49 | 31.44 | 103% |
| Returns for 10 years | 44.44 | 6.79 | 654% |
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