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CWGFX vs FTWRX
CWGFX vs FTWRX Comparison
Open Charts CWGFX vs FTWRX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Templeton World R6
Price$15.91
Change-$0.67 (-4.04%)
VolumeN/A
Net Assets2.55B
CWGFX vs FTWRX Comparison Chart
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CWGFX vs. FTWRX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. FTWRX (2.55B). 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 : 0.19 vs. FTWRX (-1.60). CWGFX return over 5 years is better than : 68.06 vs. FTWRX (61.01).
| 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 | 0.845 | -0.120 | -701% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.55B | 4,816% |
| Annual Yield % from dividends | 1.59 | 0.31 | 521% |
| Returns for 1 year | 0.19 | -1.60 | -12% |
| Returns for 3 years | 11.40 | 16.91 | 67% |
| Returns for 5 years | 68.06 | 61.01 | 112% |
| Returns for 10 years | 40.90 | 3.12 | 1,312% |
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