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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Vanguard Global ESG Select Stk Admiral
Price$46.45
Change-$0.66 (-1.40%)
VolumeN/A
Net Assets1.35B
CWIAX vs VESGX Comparison Chart
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CWIAX vs. VESGX commentary
May 22, 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: 130B vs. VESGX (1.35B). VESGX pays higher dividends than CWIAX: VESGX (1.70) vs CWIAX (1.61). 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). 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). VESGX annual gain was more profitable for investors over the last year : 5.66 vs. CWIAX (2.98). VESGX return over 5 years is better than : 89.93 vs. CWIAX (59.19).
| 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 | 5.963 | 4.573 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.35B | 9,623% |
| Annual Yield % from dividends | 1.61 | 1.70 | 95% |
| Returns for 1 year | 2.98 | 5.66 | 53% |
| Returns for 3 years | 34.19 | 37.82 | 90% |
| Returns for 5 years | 59.19 | 89.93 | 66% |
| Returns for 10 years | 64.67 | N/A | - |
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