Ad is loading...
CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Vanguard Global ESG Select Stk Admiral
Price$45.63
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets1.36B
CWIAX vs VESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VESGX commentary
Jan 19, 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 VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. VESGX (1.36B). VESGX (1.72) and CWIAX (1.67) have matching dividends . CWIAX was incepted earlier than VESGX: CWIAX (23 years) vs VESGX (6 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. VESGX (25.00). CWIAX has a lower initial minimum investment than VESGX: CWIAX (250) vs VESGX (50000). VESGX annual gain was more profitable for investors over the last year : 13.34 vs. CWIAX (10.91). VESGX return over 5 years is better than : 58.26 vs. CWIAX (32.16).
| CWIAX | VESGX | CWIAX / VESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.055 | 1.287 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.36B | 9,366% |
| Annual Yield % from dividends | 1.67 | 1.72 | 97% |
| Returns for 1 year | 10.91 | 13.34 | 82% |
| Returns for 3 years | 10.75 | 16.38 | 66% |
| Returns for 5 years | 32.16 | 58.26 | 55% |
| Returns for 10 years | 69.38 | N/A | - |