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CWGFX vs TWDAX
CWGFX vs TWDAX Comparison
Open Charts CWGFX vs TWDAX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Templeton World Adv
Price$15.43
Change-$0.42 (-2.65%)
VolumeN/A
Net Assets2.43B
CWGFX vs TWDAX Comparison Chart
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CWGFX vs. TWDAX 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 Hold and TWDAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. TWDAX (2.43B). CWGFX pays higher dividends than TWDAX: CWGFX (1.59) vs TWDAX (0.26). CWGFX was incepted earlier than TWDAX: CWGFX (24 years) vs TWDAX (19 years). CWGFX (0.80) and TWDAX (0.79) have similar cost to investors . TWDAX is a more actively managed with annual turnover of: 52.04 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TWDAX: CWGFX (250) vs TWDAX (100000). CWGFX annual gain was more profitable for investors over the last year : -4.10 vs. TWDAX (-5.30). CWGFX (46.64) and TWDAX (45.52) have equivalent 5 years return.
| CWGFX | TWDAX | CWGFX / TWDAX | |
| Total Expense Ratio | 0.80 | 0.79 | 101% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -4.156 | -4.576 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.43B | 4,809% |
| Annual Yield % from dividends | 1.59 | 0.26 | 618% |
| Returns for 1 year | -4.10 | -5.30 | 77% |
| Returns for 3 years | 9.79 | 17.05 | 57% |
| Returns for 5 years | 46.64 | 45.52 | 102% |
| Returns for 10 years | 32.33 | -3.05 | -1,059% |
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