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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Nuveen Global Dividend Growth I
Price$36.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets16.86M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Nov 20, 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 Hold and NUGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. NUGIX (16.9M). CWIAX pays higher dividends than NUGIX: CWIAX (1.36) 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 : 12.18 vs. NUGIX (1.23). CWIAX return over 5 years is better than : 44.89 vs. NUGIX (39.19).
| 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 | 18.952 | 7.736 | 245% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 16.9M | 822,485% |
| Annual Yield % from dividends | 1.36 | 1.26 | 108% |
| Returns for 1 year | 12.18 | 1.23 | 993% |
| Returns for 3 years | 51.61 | 30.48 | 169% |
| Returns for 5 years | 44.89 | 39.19 | 115% |
| Returns for 10 years | 96.19 | 60.73 | 158% |
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