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CWGFX vs FWGIX
CWGFX vs FWGIX Comparison
Open Charts CWGFX vs FWGIX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
CWGFX vs FWGIX Comparison Chart
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CWGFX vs. FWGIX commentary
May 09, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (125B) and FWGIX (124B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWGFX: FWGIX (1.96) vs CWGFX (1.58). CWGFX was incepted earlier than FWGIX: CWGFX (24 years) vs FWGIX (8 years). CWGFX (0.80) is less costly to investors than FWGIX (0.41). CWGFX (27.00) and FWGIX (27.00) have comparable annual turnover. CWGFX has a lower initial minimum investment than FWGIX: CWGFX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 2.63 vs. CWGFX (2.20). FWGIX (52.50) and CWGFX (50.51) have equivalent 5 years return.
| CWGFX | FWGIX | CWGFX / FWGIX | |
| Total Expense Ratio | 0.80 | 0.41 | 195% |
| Annual Report Gross Expense Ratio | 0.80 | 0.41 | 195% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 2.617 | 2.775 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 124B | 101% |
| Annual Yield % from dividends | 1.58 | 1.96 | 80% |
| Returns for 1 year | 2.20 | 2.63 | 84% |
| Returns for 3 years | 30.66 | 31.85 | 96% |
| Returns for 5 years | 50.51 | 52.50 | 96% |
| Returns for 10 years | 40.75 | N/A | - |