Interact to see
Advertisement
Advertisement
CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$71.19
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Nuveen Global Dividend Growth I
Price$36.24
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets19.06M
CWGFX vs NUGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. NUGIX commentary
Jul 17, 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: 135B vs. NUGIX (19.1M). CWGFX (1.42) and NUGIX (1.37) have matching dividends . 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 : 6.83 vs. NUGIX (2.19). CWGFX return over 5 years is better than : 48.34 vs. NUGIX (44.12).
| 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 | 13.204 | 5.765 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 19.1M | 706,806% |
| Annual Yield % from dividends | 1.42 | 1.37 | 103% |
| Returns for 1 year | 6.83 | 2.19 | 311% |
| Returns for 3 years | 51.70 | 33.28 | 155% |
| Returns for 5 years | 48.34 | 44.12 | 110% |
| Returns for 10 years | 57.34 | 51.81 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement