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CWGFX vs FWGIX
CWGFX vs FWGIX Comparison
Open Charts CWGFX vs FWGIX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
CWGFX vs FWGIX Comparison Chart
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CWGFX vs. FWGIX commentary
Apr 04, 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 (123B) and FWGIX (123B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWGFX: FWGIX (1.98) vs CWGFX (1.59). 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 : 0.60 vs. CWGFX (0.19). FWGIX (70.29) and CWGFX (68.06) 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 | 0.845 | 0.958 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.59 | 1.98 | 80% |
| Returns for 1 year | 0.19 | 0.60 | 32% |
| Returns for 3 years | 11.40 | 12.42 | 92% |
| Returns for 5 years | 68.06 | 70.29 | 97% |
| Returns for 10 years | 40.90 | N/A | - |
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