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CWGIX vs CWIAX
CWGIX vs CWIAX Comparison
Open Charts CWGIX vs CWIAX
American Funds Capital World Gr&Inc A
Price$73.27
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
CWGIX vs CWIAX Comparison Chart in %
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CWGIX vs. CWIAX commentary
Sep 07, 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 CWGIX is a StrongBuy and CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGIX (137B) and CWIAX (137B) have equal amount of cash in the bank . CWGIX (1.45) and CWIAX (1.43) have matching dividends . CWGIX was incepted earlier than CWIAX: CWGIX (32 years) vs CWIAX (24 years). CWIAX (0.78) is less costly to investors than CWGIX (0.74). CWGIX (27.00) and CWIAX (27.00) have comparable annual turnover. CWGIX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWGIX (250) and CWIAX (250) have matching initial minimum investment requirements. CWGIX (13.21) and CWIAX (12.62) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.23 vs. CWGIX (47.31).
| CWGIX | CWIAX | CWGIX / CWIAX | |
| Total Expense Ratio | 0.74 | 0.78 | 95% |
| Annual Report Gross Expense Ratio | 0.74 | 0.78 | 95% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 16.219 | 15.660 | 104% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 137B | 100% |
| Annual Yield % from dividends | 1.45 | 1.43 | 101% |
| Returns for 1 year | 13.21 | 12.62 | 105% |
| Returns for 3 years | 54.19 | 54.83 | 99% |
| Returns for 5 years | 47.31 | 50.23 | 94% |
| Returns for 10 years | 75.96 | 97.83 | 78% |
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