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CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$71.48
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Templeton World R6
Price$18.64
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets2.77B
CWGFX vs FTWRX Comparison Chart in %
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CWGFX vs. FTWRX commentary
Jul 18, 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 FTWRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. FTWRX (2.77B). CWGFX pays higher dividends than FTWRX: CWGFX (1.42) vs FTWRX (0.27). CWGFX was incepted earlier than FTWRX: CWGFX (24 years) vs FTWRX (12 years). CWGFX (0.80) and FTWRX (0.78) have similar cost to investors . FTWRX is a more actively managed with annual turnover of: 52.04 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 : 8.90 vs. FTWRX (6.64). FTWRX return over 5 years is better than : 54.72 vs. CWGFX (48.95).
| CWGFX | FTWRX | CWGFX / FTWRX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.665 | 11.506 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.77B | 4,875% |
| Annual Yield % from dividends | 1.42 | 0.27 | 519% |
| Returns for 1 year | 8.90 | 6.64 | 134% |
| Returns for 3 years | 52.44 | 59.48 | 88% |
| Returns for 5 years | 48.95 | 54.72 | 89% |
| Returns for 10 years | 58.18 | 14.60 | 398% |
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