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CWGFX vs TWDAX
CWGFX vs TWDAX Comparison
Open Charts CWGFX vs TWDAX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
Templeton World Adv
Price$16.66
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.53B
CWGFX vs TWDAX Comparison Chart
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CWGFX vs. TWDAX commentary
May 09, 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 TWDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. TWDAX (2.53B). CWGFX pays higher dividends than TWDAX: CWGFX (1.58) 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 : 2.20 vs. TWDAX (-1.05). CWGFX (50.51) and TWDAX (48.88) 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 | 2.617 | 0.060 | 4,347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.53B | 4,943% |
| Annual Yield % from dividends | 1.58 | 0.26 | 607% |
| Returns for 1 year | 2.20 | -1.05 | -209% |
| Returns for 3 years | 30.66 | 39.41 | 78% |
| Returns for 5 years | 50.51 | 48.88 | 103% |
| Returns for 10 years | 40.75 | -0.18 | -23,027% |
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