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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$74.66
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Nuveen Global Dividend Growth I
Price$37.41
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets19.64M
CWGFX vs NUGIX Comparison Chart in %
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CWGFX vs. NUGIX commentary
Sep 18, 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: 141B vs. NUGIX (19.6M). CWGFX (1.39) and NUGIX (1.35) have matching dividends . CWGFX was incepted earlier than NUGIX: CWGFX (25 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 : 13.31 vs. NUGIX (2.11). CWGFX return over 5 years is better than : 52.58 vs. NUGIX (47.20).
| CWGFX | NUGIX | CWGFX / NUGIX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.58 | 51% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 19.021 | 9.606 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 19.6M | 719,388% |
| Annual Yield % from dividends | 1.39 | 1.35 | 103% |
| Returns for 1 year | 13.31 | 2.11 | 630% |
| Returns for 3 years | 58.72 | 40.15 | 146% |
| Returns for 5 years | 52.58 | 47.20 | 111% |
| Returns for 10 years | 80.89 | 70.29 | 115% |
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