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CWGFX vs TWDAX
CWGFX vs TWDAX Comparison
Open Charts CWGFX vs TWDAX
American Funds Capital World Gr&Inc F1
Price$68.20
Change-$0.29 (-0.42%)
VolumeN/A
Net Assets130.89B
Templeton World Adv
Price$17.51
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets2.65B
CWGFX vs TWDAX Comparison Chart in %
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CWGFX vs. TWDAX commentary
Jun 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. TWDAX (2.65B). CWGFX pays higher dividends than TWDAX: CWGFX (1.49) vs TWDAX (0.25). 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 : 5.04 vs. TWDAX (2.47). TWDAX (49.64) and CWGFX (48.78) 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 | 8.450 | 5.900 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.65B | 4,945% |
| Annual Yield % from dividends | 1.49 | 0.25 | 607% |
| Returns for 1 year | 5.04 | 2.47 | 204% |
| Returns for 3 years | 43.14 | 52.48 | 82% |
| Returns for 5 years | 48.78 | 49.64 | 98% |
| Returns for 10 years | 49.43 | 6.46 | 765% |
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