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CWGFX vs NUGAX
CWGFX vs NUGAX Comparison
Open Charts CWGFX vs NUGAX
American Funds Capital World Gr&Inc F1
Price$57.80
Change-$3.71 (-6.03%)
VolumeN/A
Net Assets118.88B
Nuveen Global Dividend Growth A
Price$31.04
Change-$1.89 (-5.74%)
VolumeN/A
Net Assets17.8M
CWGFX vs NUGAX Comparison Chart
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CWGFX vs. NUGAX commentary
Apr 06, 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 Hold and NUGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. NUGAX (17.8M). CWGFX pays higher dividends than NUGAX: CWGFX (1.59) vs NUGAX (1.12). CWGFX was incepted earlier than NUGAX: CWGFX (24 years) vs NUGAX (13 years). NUGAX (1.83) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). CWGFX has a lower initial minimum investment than NUGAX: CWGFX (250) vs NUGAX (2500). NUGAX annual gain was more profitable for investors over the last year : -0.60 vs. CWGFX (-2.21). CWGFX (62.20) and NUGAX (59.73) have equivalent 5 years return.
| CWGFX | NUGAX | CWGFX / NUGAX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.83 | 44% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -2.668 | -4.245 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 17.8M | 668,539% |
| Annual Yield % from dividends | 1.59 | 1.12 | 142% |
| Returns for 1 year | -2.21 | -0.60 | 371% |
| Returns for 3 years | 9.08 | 7.09 | 128% |
| Returns for 5 years | 62.20 | 59.73 | 104% |
| Returns for 10 years | 35.82 | 35.89 | 100% |
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