Interact to see
Advertisement
Advertisement
CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$74.88
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets140.42B
Vanguard Total World Stock Index Admiral
Price$48.61
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets67.98B
CWGFX vs VTWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VTWAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. VTWAX (68B). VTWAX pays higher dividends than CWGFX: VTWAX (1.68) vs CWGFX (1.39). CWGFX was incepted earlier than VTWAX: CWGFX (25 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 : 17.43 vs. CWGFX (13.21). VTWAX return over 5 years is better than : 67.99 vs. CWGFX (49.93).
| CWGFX | VTWAX | CWGFX / VTWAX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 18.690 | 16.397 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 68B | 206% |
| Annual Yield % from dividends | 1.39 | 1.68 | 83% |
| Returns for 1 year | 13.21 | 17.43 | 76% |
| Returns for 3 years | 58.28 | 61.35 | 95% |
| Returns for 5 years | 49.93 | 67.99 | 73% |
| Returns for 10 years | 80.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement