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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Vanguard Total World Stock Index Admiral
Price$42.35
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets54.59B
CWGFX vs VTWAX Comparison Chart
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CWGFX vs. VTWAX commentary
Jan 19, 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 StrongBuy and VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. VTWAX (54.6B). VTWAX pays higher dividends than CWGFX: VTWAX (2.04) vs CWGFX (1.64). CWGFX was incepted earlier than VTWAX: CWGFX (24 years) vs VTWAX (6 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (4.00). CWGFX has a lower initial minimum investment than VTWAX: CWGFX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 18.16 vs. CWGFX (10.89). VTWAX return over 5 years is better than : 45.83 vs. CWGFX (27.58).
| CWGFX | VTWAX | CWGFX / VTWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 2.051 | 1.827 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 54.6B | 233% |
| Annual Yield % from dividends | 1.64 | 2.04 | 80% |
| Returns for 1 year | 10.89 | 18.16 | 60% |
| Returns for 3 years | 8.51 | 15.70 | 54% |
| Returns for 5 years | 27.58 | 45.83 | 60% |
| Returns for 10 years | 47.73 | N/A | - |
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