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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$74.53
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Vanguard Global ESG Select Stk Admiral
Price$48.07
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets1.5B
CWIAX vs VESGX Comparison Chart in %
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CWIAX vs. VESGX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. VESGX (1.5B). VESGX pays higher dividends than CWIAX: VESGX (1.58) vs CWIAX (1.43). 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 : 13.35 vs. VESGX (1.68). VESGX return over 5 years is better than : 61.27 vs. CWIAX (56.13).
| 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 | 19.079 | 6.837 | 279% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,381% |
| Annual Yield % from dividends | 1.43 | 1.58 | 91% |
| Returns for 1 year | 13.35 | 1.68 | 793% |
| Returns for 3 years | 59.83 | 47.13 | 127% |
| Returns for 5 years | 56.13 | 61.27 | 92% |
| Returns for 10 years | 104.24 | N/A | - |
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