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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Vanguard Global ESG Select Stk Admiral
Price$46.57
Change-$0.28 (-0.60%)
VolumeN/A
Net Assets1.41B
CWIAX vs VESGX Comparison Chart
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CWIAX vs. VESGX commentary
Feb 23, 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: 128B vs. VESGX (1.41B). 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 : 10.05 vs. CWIAX (7.05). VESGX return over 5 years is better than : 61.91 vs. CWIAX (37.25).
| 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 | 4.316 | 3.374 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.41B | 9,091% |
| Annual Yield % from dividends | 1.67 | 1.72 | 97% |
| Returns for 1 year | 7.05 | 10.05 | 70% |
| Returns for 3 years | 18.85 | 25.12 | 75% |
| Returns for 5 years | 37.25 | 61.91 | 60% |
| Returns for 10 years | 65.61 | N/A | - |