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CWGFX vs TEGRX
CWGFX vs TEGRX Comparison
Open Charts CWGFX vs TEGRX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Templeton Growth R
Price$25.21
Change-$1.02 (-3.89%)
VolumeN/A
Net Assets8.19B
CWGFX vs TEGRX Comparison Chart
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CWGFX vs. TEGRX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. TEGRX (8.19B). CWGFX pays higher dividends than TEGRX: CWGFX (1.59) 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 : 0.19 vs. TEGRX (-1.45). CWGFX return over 5 years is better than : 68.06 vs. TEGRX (59.42).
| 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 | 0.845 | 1.785 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 8.19B | 1,503% |
| Annual Yield % from dividends | 1.59 | 1.01 | 158% |
| Returns for 1 year | 0.19 | -1.45 | -13% |
| Returns for 3 years | 11.40 | 13.27 | 86% |
| Returns for 5 years | 68.06 | 59.42 | 115% |
| Returns for 10 years | 40.90 | 14.03 | 291% |
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