Ad is loading...
CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$64.10
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
Templeton World R6
Price$16.87
Change+$0.13 (+0.78%)
VolumeN/A
CapitalizationN/A
CWGFX vs FTWRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. FTWRX commentary
Dec 24, 2024
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: 125B vs. FTWRX (2.5B). 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). FTWRX annual gain was more profitable for investors over the last year : 13.18 vs. CWGFX (9.45). CWGFX return over 5 years is better than : 29.60 vs. FTWRX (27.58).
| 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 | 8.630 | 12.883 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.5B | 4,996% |
| Annual Yield % from dividends | 1.64 | 0.77 | 212% |
| Returns for 1 year | 9.45 | 13.18 | 72% |
| Returns for 3 years | 5.54 | 14.34 | 39% |
| Returns for 5 years | 29.60 | 27.58 | 107% |
| Returns for 10 years | 44.64 | 7.16 | 623% |
View a ticker or compare two or three
VS
VS
Ad is loading...