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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Nuveen Global Dividend Growth I
Price$35.81
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets18.93M
CWGFX vs NUGIX Comparison Chart
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CWGFX vs. NUGIX commentary
Jun 07, 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 NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. NUGIX (18.9M). CWGFX pays higher dividends than NUGIX: CWGFX (1.49) vs NUGIX (1.30). CWGFX was incepted earlier than NUGIX: CWGFX (24 years) vs NUGIX (13 years). NUGIX (1.58) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). CWGFX has a lower initial minimum investment than NUGIX: CWGFX (250) vs NUGIX (100000). CWGFX annual gain was more profitable for investors over the last year : 6.31 vs. NUGIX (5.15). CWGFX return over 5 years is better than : 45.68 vs. NUGIX (40.82).
| CWGFX | NUGIX | CWGFX / NUGIX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.58 | 51% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.010 | 3.968 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 18.9M | 693,122% |
| Annual Yield % from dividends | 1.49 | 1.30 | 114% |
| Returns for 1 year | 6.31 | 5.15 | 123% |
| Returns for 3 years | 28.90 | 21.43 | 135% |
| Returns for 5 years | 45.68 | 40.82 | 112% |
| Returns for 10 years | 52.89 | 50.34 | 105% |
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