Interact to see
Advertisement
Advertisement
CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$76.00
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Vanguard Global ESG Select Stk Admiral
Price$48.80
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets1.5B
CWIAX vs VESGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VESGX commentary
Oct 09, 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: 142B vs. VESGX (1.5B). VESGX pays higher dividends than CWIAX: VESGX (1.55) vs CWIAX (1.39). 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 : 12.78 vs. VESGX (2.45). VESGX return over 5 years is better than : 58.77 vs. CWIAX (55.21).
| 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 | 21.428 | 8.102 | 264% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.5B | 9,479% |
| Annual Yield % from dividends | 1.39 | 1.55 | 89% |
| Returns for 1 year | 12.78 | 2.45 | 521% |
| Returns for 3 years | 71.28 | 58.62 | 122% |
| Returns for 5 years | 55.21 | 58.77 | 94% |
| Returns for 10 years | 102.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement