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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$65.75
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Nuveen Global Dividend Growth I
Price$35.35
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets19.26M
CWIAX vs NUGIX Comparison Chart
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CWIAX vs. NUGIX commentary
Jan 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: 129B vs. NUGIX (19.3M). 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 : 11.82 vs. NUGIX (10.86). CWIAX return over 5 years is better than : 36.00 vs. NUGIX (30.60).
| 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 | 3.936 | 2.642 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 19.3M | 668,394% |
| Annual Yield % from dividends | 1.67 | 1.39 | 120% |
| Returns for 1 year | 11.82 | 10.86 | 109% |
| Returns for 3 years | 16.07 | 16.65 | 96% |
| Returns for 5 years | 36.00 | 30.60 | 118% |
| Returns for 10 years | 69.77 | 52.30 | 133% |