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CWGFX vs WGIFX
CWGFX vs WGIFX Comparison
Open Charts CWGFX vs WGIFX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
CWGFX vs WGIFX Comparison Chart
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CWGFX vs. WGIFX commentary
Apr 04, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (123B) and WGIFX (123B) have equal amount of cash in the bank . WGIFX pays higher dividends than CWGFX: WGIFX (1.87) vs CWGFX (1.59). CWGFX was incepted earlier than WGIFX: CWGFX (24 years) vs WGIFX (17 years). CWGFX (0.80) is less costly to investors than WGIFX (0.52). CWGFX (27.00) and WGIFX (27.00) have comparable annual turnover. CWGFX (250) and WGIFX (250) have matching initial minimum investment requirements. WGIFX annual gain was more profitable for investors over the last year : 0.48 vs. CWGFX (0.19). WGIFX (69.67) and CWGFX (68.06) have equivalent 5 years return.
| CWGFX | WGIFX | CWGFX / WGIFX | |
| Total Expense Ratio | 0.80 | 0.52 | 154% |
| Annual Report Gross Expense Ratio | 0.80 | 0.52 | 154% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 0.845 | 0.915 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.59 | 1.87 | 85% |
| Returns for 1 year | 0.19 | 0.48 | 40% |
| Returns for 3 years | 11.40 | 12.14 | 94% |
| Returns for 5 years | 68.06 | 69.67 | 98% |
| Returns for 10 years | 40.90 | 42.22 | 97% |
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