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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Vanguard Global ESG Select Stk Admiral
Price$46.97
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets1.47B
CWIAX vs VESGX Comparison Chart in %
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CWIAX vs. VESGX 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 VESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. VESGX (1.47B). VESGX pays higher dividends than CWIAX: VESGX (1.56) vs CWIAX (1.36). CWIAX was incepted earlier than VESGX: CWIAX (24 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 : 12.13 vs. VESGX (1.43). VESGX (45.76) and CWIAX (44.59) have equivalent 5 years return.
| CWIAX | VESGX | CWIAX / VESGX | |
| Total Expense Ratio | 0.78 | 0.48 | 163% |
| Annual Report Gross Expense Ratio | 0.78 | 0.48 | 163% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 18.856 | 4.994 | 378% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.47B | 9,524% |
| Annual Yield % from dividends | 1.36 | 1.56 | 87% |
| Returns for 1 year | 12.13 | 1.43 | 849% |
| Returns for 3 years | 51.49 | 35.37 | 146% |
| Returns for 5 years | 44.59 | 45.76 | 97% |
| Returns for 10 years | 96.03 | N/A | - |
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