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CWGIX vs CWIEX
CWGIX vs CWIEX Comparison
Open Charts CWGIX vs CWIEX
American Funds Capital World Gr&Inc A
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
CWGIX vs CWIEX Comparison Chart
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CWGIX vs. CWIEX commentary
Jun 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 Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX (131B) and CWIEX (131B) have equal amount of cash in the bank . CWGIX pays higher dividends than CWIEX: CWGIX (1.55) vs CWIEX (1.31). CWGIX was incepted earlier than CWIEX: CWGIX (32 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than CWGIX (0.74). CWGIX (27.00) and CWIEX (27.00) have comparable annual turnover. CWGIX (250) and CWIEX (250) have matching initial minimum investment requirements. CWGIX annual gain was more profitable for investors over the last year : 6.39 vs. CWIEX (6.07). CWIEX return over 5 years is better than : 48.50 vs. CWGIX (46.02).
| CWGIX | CWIEX | CWGIX / CWIEX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.74 | 1.00 | 74% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.049 | 8.911 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 131B | 100% |
| Annual Yield % from dividends | 1.55 | 1.31 | 118% |
| Returns for 1 year | 6.39 | 6.07 | 105% |
| Returns for 3 years | 29.11 | 30.20 | 96% |
| Returns for 5 years | 46.02 | 48.50 | 95% |
| Returns for 10 years | 53.35 | 70.80 | 75% |
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