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CWIAX vs FWGIX
CWIAX vs FWGIX Comparison
Open Charts CWIAX vs FWGIX
American Funds Capital World Gr&Inc 529A
Price$61.85
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
American Funds Capital World Gr&Inc F3
Price$62.10
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
CWIAX vs FWGIX Comparison Chart
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CWIAX vs. FWGIX commentary
Apr 24, 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 CWIAX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (118B) and FWGIX (118B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIAX: FWGIX (1.98) vs CWIAX (1.63). CWIAX was incepted earlier than FWGIX: CWIAX (23 years) vs FWGIX (8 years). CWIAX (0.78) is less costly to investors than FWGIX (0.41). CWIAX (27.00) and FWGIX (27.00) have comparable annual turnover. CWIAX has a lower initial minimum investment than FWGIX: CWIAX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : -1.12 vs. CWIAX (-1.47). CWIAX return over 5 years is better than : 51.13 vs. FWGIX (48.45).
| CWIAX | FWGIX | CWIAX / FWGIX | |
| Total Expense Ratio | 0.78 | 0.41 | 190% |
| Annual Report Gross Expense Ratio | 0.78 | 0.41 | 190% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.233 | -3.136 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 118B | 100% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | -1.47 | -1.12 | 132% |
| Returns for 3 years | 16.65 | 15.72 | 106% |
| Returns for 5 years | 51.13 | 48.45 | 106% |
| Returns for 10 years | 50.50 | N/A | - |
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