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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$63.62
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Vanguard Global Equity I
Price$34.97
Change+$0.29 (+0.84%)
VolumeN/A
Net Assets7.77B
CWIAX vs VHGEX Comparison Chart
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CWIAX vs. VHGEX commentary
Apr 03, 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. VHGEX (7.77B). CWIAX pays higher dividends than VHGEX: CWIAX (1.63) vs VHGEX (1.25). CWIAX was incepted earlier than VHGEX: CWIAX (23 years) vs VHGEX (30 years). CWIAX (0.78) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VHGEX: CWIAX (250) vs VHGEX (3000). CWIAX annual gain was more profitable for investors over the last year : 0.84 vs. VHGEX (0.31). CWIAX return over 5 years is better than : 73.36 vs. VHGEX (46.61).
| CWIAX | VHGEX | CWIAX / VHGEX | |
| Total Expense Ratio | 0.78 | 0.39 | 200% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 0.873 | -2.420 | -36% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 7.77B | 1,584% |
| Annual Yield % from dividends | 1.63 | 1.25 | 130% |
| Returns for 1 year | 0.84 | 0.31 | 272% |
| Returns for 3 years | 14.32 | -0.57 | -2,498% |
| Returns for 5 years | 73.36 | 46.61 | 157% |
| Returns for 10 years | 62.19 | 40.73 | 153% |