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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Vanguard Total World Stock Index Admiral
Price$42.07
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets56.67B
CWGFX vs VTWAX Comparison Chart
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CWGFX vs. VTWAX commentary
May 12, 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 VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. VTWAX (56.7B). VTWAX pays higher dividends than CWGFX: VTWAX (1.90) vs CWGFX (1.58). CWGFX was incepted earlier than VTWAX: CWGFX (24 years) vs VTWAX (6 years). CWGFX (0.80) is less costly to investors than VTWAX (0.09). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). 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 : 7.96 vs. CWGFX (2.15). VTWAX return over 5 years is better than : 71.76 vs. CWGFX (50.78).
| CWGFX | VTWAX | CWGFX / VTWAX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 2.807 | 1.224 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 56.7B | 220% |
| Annual Yield % from dividends | 1.58 | 1.90 | 83% |
| Returns for 1 year | 2.15 | 7.96 | 27% |
| Returns for 3 years | 30.30 | 34.33 | 88% |
| Returns for 5 years | 50.78 | 71.76 | 71% |
| Returns for 10 years | 41.62 | N/A | - |
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