Interact to see
Advertisement
Advertisement
CWGFX vs TWDAX
CWGFX vs TWDAX Comparison
Open Charts CWGFX vs TWDAX
American Funds Capital World Gr&Inc F1
Price$71.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
Templeton World Adv
Price$18.58
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets2.78B
CWGFX vs TWDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TWDAX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. TWDAX (2.78B). CWGFX pays higher dividends than TWDAX: CWGFX (1.42) vs TWDAX (0.23). 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 : 7.21 vs. TWDAX (5.54). TWDAX return over 5 years is better than : 54.58 vs. CWGFX (48.19).
| 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 | 13.443 | 11.740 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.78B | 4,890% |
| Annual Yield % from dividends | 1.42 | 0.23 | 616% |
| Returns for 1 year | 7.21 | 5.54 | 130% |
| Returns for 3 years | 52.02 | 59.66 | 87% |
| Returns for 5 years | 48.19 | 54.58 | 88% |
| Returns for 10 years | 57.68 | 14.48 | 398% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers