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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$72.52
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Nuveen Global Dividend Growth I
Price$36.76
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets19.44M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Aug 29, 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 StrongBuy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. NUGIX (19.4M). CWIAX pays higher dividends than NUGIX: CWIAX (1.46) vs NUGIX (1.38). 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 : 9.57 vs. NUGIX (0.77). CWIAX return over 5 years is better than : 47.25 vs. NUGIX (40.23).
| 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 | 15.565 | 7.436 | 209% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 19.4M | 706,186% |
| Annual Yield % from dividends | 1.46 | 1.38 | 106% |
| Returns for 1 year | 9.57 | 0.77 | 1,241% |
| Returns for 3 years | 49.45 | 31.54 | 157% |
| Returns for 5 years | 47.25 | 40.23 | 117% |
| Returns for 10 years | 95.15 | 64.15 | 148% |
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