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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$65.16
Change-$4.68 (-6.70%)
VolumeN/A
CapitalizationN/A
Vanguard Global Equity I
Price$38.40
Change-$0.14 (-0.36%)
VolumeN/A
CapitalizationN/A
CWIAX vs VHGEX Comparison Chart
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CWIAX vs. VHGEX 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 VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. VHGEX (8.46B). CWIAX pays higher dividends than VHGEX: CWIAX (1.67) vs VHGEX (1.06). CWIAX was incepted earlier than VHGEX: CWIAX (23 years) vs VHGEX (29 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. VHGEX (25.00). CWIAX has a lower initial minimum investment than VHGEX: CWIAX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 17.83 vs. CWIAX (12.04). CWIAX return over 5 years is better than : 37.08 vs. VHGEX (21.60).
| CWIAX | VHGEX | CWIAX / VHGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 10.448 | 17.611 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 8.46B | 1,536% |
| Annual Yield % from dividends | 1.67 | 1.06 | 157% |
| Returns for 1 year | 12.04 | 17.83 | 68% |
| Returns for 3 years | 12.14 | 2.51 | 484% |
| Returns for 5 years | 37.08 | 21.60 | 172% |
| Returns for 10 years | 69.21 | 60.16 | 115% |
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