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CWGFX vs GMAEX
CWGFX vs GMAEX Comparison
Open Charts CWGFX vs GMAEX
American Funds Capital World Gr&Inc F1
Price$70.70
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
GMO Quality Cyclicals VI
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.61M
CWGFX vs GMAEX Comparison Chart in %
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CWGFX vs. GMAEX commentary
Jul 02, 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 StrongBuy and GMAEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. GMAEX (1.62M). GMAEX pays higher dividends than CWGFX: GMAEX (1.60) vs CWGFX (1.42). CWGFX was incepted earlier than GMAEX: CWGFX (24 years) vs GMAEX (5 years). CWGFX (0.80) is less costly to investors than GMAEX (0.58). GMAEX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than GMAEX: CWGFX (250) vs GMAEX (750000000). CWGFX annual gain was more profitable for investors over the last year : 9.90 vs. GMAEX (-49.35). CWGFX return over 5 years is better than : 51.71 vs. GMAEX (-41.12).
| CWGFX | GMAEX | CWGFX / GMAEX | |
| Total Expense Ratio | 0.80 | 0.41 | 195% |
| Annual Report Gross Expense Ratio | 0.80 | 0.58 | 138% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 12.791 | -46.457 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.62M | 8,359,133% |
| Annual Yield % from dividends | 1.42 | 1.60 | 89% |
| Returns for 1 year | 9.90 | -49.35 | -20% |
| Returns for 3 years | 49.05 | -43.76 | -112% |
| Returns for 5 years | 51.71 | -41.12 | -126% |
| Returns for 10 years | 59.90 | N/A | - |
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