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CWIAX vs FWGIX
CWIAX vs FWGIX Comparison
Open Charts CWIAX vs FWGIX
American Funds Capital World Gr&Inc 529A
Price$71.17
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
American Funds Capital World Gr&Inc F3
Price$71.46
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
CWIAX vs FWGIX Comparison Chart in %
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CWIAX vs. FWGIX commentary
Jul 13, 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 (136B) and FWGIX (136B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIAX: FWGIX (1.77) vs CWIAX (1.46). 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 : 8.11 vs. CWIAX (7.70). CWIAX (53.52) and FWGIX (51.58) 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 | 13.413 | 13.616 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 136B | 100% |
| Annual Yield % from dividends | 1.46 | 1.77 | 82% |
| Returns for 1 year | 7.70 | 8.11 | 95% |
| Returns for 3 years | 54.22 | 54.14 | 100% |
| Returns for 5 years | 53.52 | 51.58 | 104% |
| Returns for 10 years | 79.73 | N/A | - |
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