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CWGIX vs CWIFX
CWGIX vs CWIFX Comparison
Open Charts CWGIX vs CWIFX
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 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
CWGIX vs CWIFX Comparison Chart
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CWGIX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX (131B) and CWIFX (131B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWGIX: CWIFX (1.68) vs CWGIX (1.55). CWGIX was incepted earlier than CWIFX: CWGIX (32 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than CWGIX (0.74). CWGIX (27.00) and CWIFX (27.00) have comparable annual turnover. CWGIX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX (6.48) and CWGIX (6.39) have marching annual gain over last year. CWIFX return over 5 years is better than : 51.48 vs. CWGIX (46.02).
| CWGIX | CWIFX | CWGIX / CWIFX | |
| Total Expense Ratio | 0.74 | 0.86 | 86% |
| Annual Report Gross Expense Ratio | 0.74 | 0.86 | 86% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.049 | 9.096 | 99% |
| 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 | 1.68 | 92% |
| Returns for 1 year | 6.39 | 6.48 | 99% |
| Returns for 3 years | 29.11 | 31.72 | 92% |
| Returns for 5 years | 46.02 | 51.48 | 89% |
| Returns for 10 years | 53.35 | 78.17 | 68% |