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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$71.06
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Nuveen Global Dividend Growth I
Price$36.24
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets19.06M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Jul 17, 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 NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. NUGIX (19.1M). CWIAX pays higher dividends than NUGIX: CWIAX (1.46) vs NUGIX (1.37). CWIAX was incepted earlier than NUGIX: CWIAX (23 years) vs NUGIX (13 years). NUGIX (1.58) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). CWIAX has a lower initial minimum investment than NUGIX: CWIAX (250) vs NUGIX (100000). CWIAX annual gain was more profitable for investors over the last year : 6.85 vs. NUGIX (2.19). CWIAX return over 5 years is better than : 52.38 vs. NUGIX (44.12).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.58 | 49% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.238 | 5.765 | 230% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 19.1M | 706,806% |
| Annual Yield % from dividends | 1.46 | 1.37 | 106% |
| Returns for 1 year | 6.85 | 2.19 | 312% |
| Returns for 3 years | 53.32 | 33.28 | 160% |
| Returns for 5 years | 52.38 | 44.12 | 119% |
| Returns for 10 years | 78.29 | 51.81 | 151% |
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