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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets109.46B
Nuveen Global Dividend Growth I
Price$32.53
Change+$2.22 (+7.32%)
VolumeN/A
Net Assets16.41M
CWIAX vs NUGIX Comparison Chart
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CWIAX vs. NUGIX commentary
Apr 11, 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: 109B vs. NUGIX (16.4M). CWIAX pays higher dividends than NUGIX: CWIAX (1.63) 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). NUGIX annual gain was more profitable for investors over the last year : -8.74 vs. CWIAX (-10.89). CWIAX return over 5 years is better than : 41.47 vs. NUGIX (35.59).
| 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 | -10.305 | -11.729 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 16.4M | 664,634% |
| Annual Yield % from dividends | 1.63 | 1.37 | 119% |
| Returns for 1 year | -10.89 | -8.74 | 125% |
| Returns for 3 years | 3.06 | -0.46 | -664% |
| Returns for 5 years | 41.47 | 35.59 | 117% |
| Returns for 10 years | 41.06 | 26.04 | 158% |
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