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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Vanguard Global ESG Select Stk Admiral
Price$46.23
Change-$1.28 (-2.69%)
VolumeN/A
CapitalizationN/A
CWIAX vs VESGX Comparison Chart
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CWIAX vs. VESGX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B 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 : 19.07 vs. CWIAX (12.04). VESGX return over 5 years is better than : 68.26 vs. CWIAX (37.08).
| 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 | 10.448 | 16.761 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.41B | 8,563% |
| Annual Yield % from dividends | 1.67 | 1.72 | 97% |
| Returns for 1 year | 12.04 | 19.07 | 63% |
| Returns for 3 years | 12.14 | 21.17 | 57% |
| Returns for 5 years | 37.08 | 68.26 | 54% |
| Returns for 10 years | 69.21 | N/A | - |
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