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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$66.62
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets128.02B
Nuveen Global Dividend Growth I
Price$34.89
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets18.65M
CWGFX vs NUGIX Comparison Chart
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CWGFX vs. NUGIX commentary
May 15, 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: 128B vs. NUGIX (18.7M). CWGFX pays higher dividends than NUGIX: CWGFX (1.58) vs NUGIX (1.36). 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 : 4.44 vs. NUGIX (4.02). CWGFX return over 5 years is better than : 58.07 vs. NUGIX (55.14).
| 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 | 5.402 | 1.958 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 18.7M | 684,492% |
| Annual Yield % from dividends | 1.58 | 1.36 | 116% |
| Returns for 1 year | 4.44 | 4.02 | 110% |
| Returns for 3 years | 31.01 | 23.24 | 133% |
| Returns for 5 years | 58.07 | 55.14 | 105% |
| Returns for 10 years | 43.13 | 43.36 | 99% |
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