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CWGFX vs VPRDX
CWGFX vs VPRDX Comparison
Open Charts CWGFX vs VPRDX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
VY® Morgan Stanley Global Franchise R6
Price$16.38
Change-$0.25 (-1.50%)
VolumeN/A
Net Assets276.66M
CWGFX vs VPRDX Comparison Chart
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CWGFX vs. VPRDX commentary
Jun 15, 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 VPRDX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. VPRDX (277M). CWGFX pays higher dividends than VPRDX: CWGFX (1.49) vs VPRDX (0.74). CWGFX was incepted earlier than VPRDX: CWGFX (24 years) vs VPRDX (9 years). VPRDX (0.99) is less costly to investors than CWGFX (0.80). VPRDX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). VPRDX has a lower initial minimum investment than CWGFX: VPRDX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 6.27 vs. VPRDX (1.49). CWGFX return over 5 years is better than : 51.55 vs. VPRDX (1.26).
| CWGFX | VPRDX | CWGFX / VPRDX | |
| Total Expense Ratio | 0.80 | 0.96 | 83% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.990 | 5.541 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 277M | 47,292% |
| Annual Yield % from dividends | 1.49 | 0.74 | 202% |
| Returns for 1 year | 6.27 | 1.49 | 420% |
| Returns for 3 years | 43.82 | 6.54 | 670% |
| Returns for 5 years | 51.55 | 1.26 | 4,080% |
| Returns for 10 years | 51.77 | N/A | - |
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