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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
Nuveen Global Dividend Growth I
Price$32.53
Change+$2.22 (+7.32%)
VolumeN/A
Net Assets16.41M
CWGFX vs NUGIX Comparison Chart
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CWGFX vs. NUGIX commentary
Apr 11, 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: 109B vs. NUGIX (16.4M). CWGFX pays higher dividends than NUGIX: CWGFX (1.59) vs NUGIX (1.37). 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). NUGIX annual gain was more profitable for investors over the last year : -8.74 vs. CWGFX (-10.91). CWGFX (37.20) and NUGIX (35.59) have equivalent 5 years return.
| 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 | -10.327 | -11.729 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 16.4M | 664,634% |
| Annual Yield % from dividends | 1.59 | 1.37 | 117% |
| Returns for 1 year | -10.91 | -8.74 | 125% |
| Returns for 3 years | 1.33 | -0.46 | -288% |
| Returns for 5 years | 37.20 | 35.59 | 105% |
| Returns for 10 years | 23.45 | 26.04 | 90% |
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