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CWIAX vs FBUSX
CWIAX vs FBUSX Comparison
Open Charts CWIAX vs FBUSX
American Funds Capital World Gr&Inc 529A
Price$68.87
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Equity Inc I
Price$22.92
Change+$0.05 (+0.22%)
VolumeN/A
CapitalizationN/A
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CWIAX vs FBUSX Comparison Chart
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CWIAX vs. FBUSX commentary
Oct 18, 2024
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 CWIAX is a StrongBuy and FBUSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. FBUSX (101M). CWIAX pays higher dividends than FBUSX: CWIAX (1.67) vs FBUSX (1.17). CWIAX was incepted earlier than FBUSX: CWIAX (23 years) vs FBUSX (12 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. FBUSX (25.00). FBUSX has a lower initial minimum investment than CWIAX: FBUSX (0) vs CWIAX (250). FBUSX (26.40) and CWIAX (25.86) have marching annual gain over last year. FBUSX return over 5 years is better than : 59.66 vs. CWIAX (53.11).
| CWIAX | FBUSX | CWIAX / FBUSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.947 | 16.701 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 101M | 127,723% |
| Annual Yield % from dividends | 1.67 | 1.17 | 143% |
| Returns for 1 year | 25.86 | 26.40 | 98% |
| Returns for 3 years | 11.09 | 13.44 | 83% |
| Returns for 5 years | 53.11 | 59.66 | 89% |
| Returns for 10 years | 87.06 | 96.95 | 90% |
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