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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Nuveen Global Dividend Growth I
Price$37.35
Change-$0.23 (-0.61%)
VolumeN/A
Net Assets19.04M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. NUGIX (19M). CWIAX pays higher dividends than NUGIX: CWIAX (1.39) vs NUGIX (1.26). CWIAX was incepted earlier than NUGIX: CWIAX (24 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 : 12.23 vs. NUGIX (2.46). CWIAX return over 5 years is better than : 55.37 vs. NUGIX (47.02).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.58 | 49% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 20.645 | 10.410 | 198% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 19M | 747,368% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 12.23 | 2.46 | 498% |
| Returns for 3 years | 70.18 | 49.42 | 142% |
| Returns for 5 years | 55.37 | 47.02 | 118% |
| Returns for 10 years | 101.41 | 66.26 | 153% |
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