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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$70.74
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets135.01B
Vanguard Total World Stock Index Admiral
Price$46.00
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets63.3B
CWGFX vs VTWAX Comparison Chart in %
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CWGFX vs. VTWAX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. VTWAX (63.3B). VTWAX pays higher dividends than CWGFX: VTWAX (1.73) vs CWGFX (1.42). CWGFX was incepted earlier than VTWAX: CWGFX (24 years) vs VTWAX (7 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 : 21.21 vs. CWGFX (15.86). VTWAX return over 5 years is better than : 62.79 vs. CWGFX (44.01).
| 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 | 7 years | - |
| Gain YTD | 12.489 | 10.980 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 63.3B | 213% |
| Annual Yield % from dividends | 1.42 | 1.73 | 82% |
| Returns for 1 year | 15.86 | 21.21 | 75% |
| Returns for 3 years | 41.88 | 43.65 | 96% |
| Returns for 5 years | 44.01 | 62.79 | 70% |
| Returns for 10 years | 58.83 | N/A | - |