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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
Vanguard Total World Stock Index Admiral
Price$41.86
Change-$1.19 (-2.76%)
VolumeN/A
CapitalizationN/A
CWGFX vs VTWAX Comparison Chart
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CWGFX vs. VTWAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. VTWAX (55.5B). 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 : 20.11 vs. CWGFX (12.01). VTWAX return over 5 years is better than : 51.93 vs. CWGFX (32.35).
| 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 | 10.423 | 18.363 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 55.5B | 218% |
| Annual Yield % from dividends | 1.64 | 2.04 | 80% |
| Returns for 1 year | 12.01 | 20.11 | 60% |
| Returns for 3 years | 9.87 | 17.38 | 57% |
| Returns for 5 years | 32.35 | 51.93 | 62% |
| Returns for 10 years | 47.57 | N/A | - |