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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$70.74
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets134.28B
Nuveen Global Dividend Growth I
Price$35.64
Change-$0.23 (-0.64%)
VolumeN/A
Net Assets18.95M
CWGFX vs NUGIX Comparison Chart in %
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CWGFX vs. NUGIX commentary
Aug 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 StrongBuy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 134B vs. NUGIX (18.9M). CWGFX (1.42) and NUGIX (1.38) 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 : 15.86 vs. NUGIX (6.47). CWGFX return over 5 years is better than : 44.01 vs. NUGIX (41.40).
| 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 | 12.489 | 5.178 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 18.9M | 708,995% |
| Annual Yield % from dividends | 1.42 | 1.38 | 103% |
| Returns for 1 year | 15.86 | 6.47 | 245% |
| Returns for 3 years | 41.88 | 26.19 | 160% |
| Returns for 5 years | 44.01 | 41.40 | 106% |
| Returns for 10 years | 58.83 | 51.98 | 113% |
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