Ad is loading...
CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets109.46B
Vanguard Global ESG Select Stk Admiral
Price$41.96
Change+$2.91 (+7.45%)
VolumeN/A
Net Assets1.33B
CWIAX vs VESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VESGX commentary
Apr 11, 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 Buy and VESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 109B vs. VESGX (1.33B). VESGX pays higher dividends than CWIAX: VESGX (1.74) vs CWIAX (1.63). 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). 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 : -10.12 vs. CWIAX (-10.89). VESGX return over 5 years is better than : 59.42 vs. CWIAX (41.47).
| 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 | -10.305 | -13.319 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.33B | 8,208% |
| Annual Yield % from dividends | 1.63 | 1.74 | 94% |
| Returns for 1 year | -10.89 | -10.12 | 108% |
| Returns for 3 years | 3.06 | 4.47 | 68% |
| Returns for 5 years | 41.47 | 59.42 | 70% |
| Returns for 10 years | 41.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...