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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
Vanguard Global ESG Select Stk Admiral
Price$47.23
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets1.48B
CWIAX vs VESGX Comparison Chart in %
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CWIAX vs. VESGX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. VESGX (1.48B). VESGX pays higher dividends than CWIAX: VESGX (1.61) vs CWIAX (1.46). CWIAX was incepted earlier than VESGX: CWIAX (23 years) vs VESGX (6 years). CWIAX (0.78) is less costly to investors than VESGX (0.48). VESGX is a more actively managed with annual turnover of: 33.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VESGX: CWIAX (250) vs VESGX (50000). CWIAX annual gain was more profitable for investors over the last year : 14.33 vs. VESGX (7.47). VESGX return over 5 years is better than : 64.13 vs. CWIAX (50.79).
| CWIAX | VESGX | CWIAX / VESGX | |
| Total Expense Ratio | 0.78 | 0.48 | 163% |
| Annual Report Gross Expense Ratio | 0.78 | 0.48 | 163% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.067 | 4.550 | 309% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.48B | 9,146% |
| Annual Yield % from dividends | 1.46 | 1.61 | 91% |
| Returns for 1 year | 14.33 | 7.47 | 192% |
| Returns for 3 years | 45.60 | 34.07 | 134% |
| Returns for 5 years | 50.79 | 64.13 | 79% |
| Returns for 10 years | 82.41 | N/A | - |