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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Nuveen Global Dividend Growth I
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets19.03M
CWIAX vs NUGIX Comparison Chart
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CWIAX vs. NUGIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. NUGIX (19M). CWIAX pays higher dividends than NUGIX: CWIAX (1.67) vs NUGIX (1.39). CWIAX was incepted earlier than NUGIX: CWIAX (23 years) vs NUGIX (13 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (23.00). 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 : 7.05 vs. NUGIX (6.33). CWIAX return over 5 years is better than : 37.25 vs. NUGIX (30.32).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.316 | 2.526 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 19M | 673,684% |
| Annual Yield % from dividends | 1.67 | 1.39 | 120% |
| Returns for 1 year | 7.05 | 6.33 | 111% |
| Returns for 3 years | 18.85 | 17.70 | 106% |
| Returns for 5 years | 37.25 | 30.32 | 123% |
| Returns for 10 years | 65.61 | 45.32 | 145% |