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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Nuveen Global Dividend Growth I
Price$35.81
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets18.93M
CWIAX vs NUGIX Comparison Chart
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CWIAX vs. NUGIX commentary
Jun 07, 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: 131B vs. NUGIX (18.9M). CWIAX pays higher dividends than NUGIX: CWIAX (1.52) vs NUGIX (1.30). 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 : 6.33 vs. NUGIX (5.15). CWIAX return over 5 years is better than : 50.23 vs. NUGIX (40.82).
| 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 | 9.039 | 3.968 | 228% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 18.9M | 693,122% |
| Annual Yield % from dividends | 1.52 | 1.30 | 117% |
| Returns for 1 year | 6.33 | 5.15 | 123% |
| Returns for 3 years | 31.14 | 21.43 | 145% |
| Returns for 5 years | 50.23 | 40.82 | 123% |
| Returns for 10 years | 74.73 | 50.34 | 148% |
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