Interact to see
Advertisement
Advertisement
CWGFX vs TEGRX
CWGFX vs TEGRX Comparison
Open Charts CWGFX vs TEGRX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Templeton Growth R
Price$27.52
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets8.47B
CWGFX vs TEGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TEGRX commentary
May 23, 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 TEGRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. TEGRX (8.47B). CWGFX pays higher dividends than TEGRX: CWGFX (1.58) vs TEGRX (1.01). CWGFX was incepted earlier than TEGRX: CWGFX (24 years) vs TEGRX (23 years). TEGRX (1.28) is less costly to investors than CWGFX (0.80). TEGRX is a more actively managed with annual turnover of: 43.43 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TEGRX: CWGFX (250) vs TEGRX (1000). CWGFX annual gain was more profitable for investors over the last year : 3.41 vs. TEGRX (1.95). TEGRX (54.43) and CWGFX (54.27) have equivalent 5 years return.
| CWGFX | TEGRX | CWGFX / TEGRX | |
| Total Expense Ratio | 0.80 | 1.28 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.28 | 63% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 5.877 | 6.403 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 8.47B | 1,512% |
| Annual Yield % from dividends | 1.58 | 1.01 | 156% |
| Returns for 1 year | 3.41 | 1.95 | 175% |
| Returns for 3 years | 29.97 | 27.58 | 109% |
| Returns for 5 years | 54.27 | 54.43 | 100% |
| Returns for 10 years | 44.04 | 15.59 | 283% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement