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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total World Stock Index Admiral
Price$41.96
Change-$0.43 (-1.01%)
VolumeN/A
CapitalizationN/A
CWGFX vs VTWAX Comparison Chart
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CWGFX vs. VTWAX commentary
Nov 18, 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 Sell and VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. VTWAX (52.7B). 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 : 22.66 vs. CWGFX (19.02). VTWAX return over 5 years is better than : 52.60 vs. CWGFX (38.62).
| 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 | 13.044 | 15.366 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 52.7B | 237% |
| Annual Yield % from dividends | 1.64 | 2.04 | 80% |
| Returns for 1 year | 19.02 | 22.66 | 84% |
| Returns for 3 years | 3.12 | 9.62 | 32% |
| Returns for 5 years | 38.62 | 52.60 | 73% |
| Returns for 10 years | 49.28 | N/A | - |
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