Ad is loading...
CWIAX vs FWGIX
CWIAX vs FWGIX Comparison
Open Charts CWIAX vs FWGIX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
CWIAX vs FWGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. FWGIX commentary
Apr 04, 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 (123B) and FWGIX (123B) 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 : 0.60 vs. CWIAX (0.21). CWIAX (73.36) and FWGIX (70.29) have equivalent 5 years return.
| 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 | 0.873 | 0.958 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | 0.21 | 0.60 | 35% |
| Returns for 3 years | 13.32 | 12.42 | 107% |
| Returns for 5 years | 73.36 | 70.29 | 104% |
| Returns for 10 years | 61.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...