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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Vanguard Total World Stock Index Admiral
Price$43.15
Change-$0.61 (-1.39%)
VolumeN/A
Net Assets55.98B
CWGFX vs VTWAX Comparison Chart
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CWGFX vs. VTWAX commentary
Feb 23, 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: 128B vs. VTWAX (56B). 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 : 15.36 vs. CWGFX (7.04). VTWAX return over 5 years is better than : 52.56 vs. CWGFX (32.49).
| 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 | 4.307 | 5.218 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 56B | 229% |
| Annual Yield % from dividends | 1.64 | 2.04 | 80% |
| Returns for 1 year | 7.04 | 15.36 | 46% |
| Returns for 3 years | 16.46 | 25.79 | 64% |
| Returns for 5 years | 32.49 | 52.56 | 62% |
| Returns for 10 years | 44.44 | N/A | - |
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