Interact to see
Advertisement
Advertisement
CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Templeton World R6
Price$17.75
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets2.66B
CWGFX vs FTWRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. FTWRX commentary
Jun 07, 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: 131B vs. FTWRX (2.66B). CWGFX pays higher dividends than FTWRX: CWGFX (1.49) vs FTWRX (0.29). 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 : 6.31 vs. FTWRX (3.12). FTWRX (45.88) and CWGFX (45.68) have equivalent 5 years return.
| 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 | 9.010 | 5.904 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.66B | 4,927% |
| Annual Yield % from dividends | 1.49 | 0.29 | 511% |
| Returns for 1 year | 6.31 | 3.12 | 202% |
| Returns for 3 years | 28.90 | 38.19 | 76% |
| Returns for 5 years | 45.68 | 45.88 | 100% |
| Returns for 10 years | 52.89 | 9.34 | 566% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SBHIX | 22.84 | N/A | N/A |
| Saratoga Health & Biotechnology I | |||
| NSEPX | 21.40 | N/A | N/A |
| Columbia Select Large Cap Equity Inst | |||
| TAGRX | 65.41 | N/A | N/A |
| JHancock Fundamental Large Cap Core A | |||
| BPRRX | 13.53 | N/A | N/A |
| Boston Partners Long/Short Rsrch Inv | |||
| MAIJX | 19.00 | N/A | N/A |
| Morgan Stanley Inst Passport ovrs eq R6 | |||