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CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Templeton World R6
Price$15.95
Change+$0.30 (+1.92%)
VolumeN/A
Net Assets2.39B
CWGFX vs FTWRX Comparison Chart
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CWGFX vs. FTWRX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. FTWRX (2.39B). CWGFX pays higher dividends than FTWRX: CWGFX (1.59) vs FTWRX (0.31). 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 : 1.40 vs. FTWRX (-4.17). CWGFX return over 5 years is better than : 50.88 vs. FTWRX (42.97).
| 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 | -0.389 | -5.723 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.39B | 4,975% |
| Annual Yield % from dividends | 1.59 | 0.31 | 521% |
| Returns for 1 year | 1.40 | -4.17 | -33% |
| Returns for 3 years | 18.43 | 19.86 | 93% |
| Returns for 5 years | 50.88 | 42.97 | 118% |
| Returns for 10 years | 35.68 | -5.65 | -631% |