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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Vanguard Global Equity I
Price$36.38
Change+$0.29 (+0.80%)
VolumeN/A
Net Assets7.65B
CWIAX vs VHGEX Comparison Chart
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CWIAX vs. VHGEX commentary
Jan 19, 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 VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. VHGEX (7.65B). 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 : 15.56 vs. CWIAX (10.91). CWIAX return over 5 years is better than : 32.16 vs. VHGEX (12.80).
| 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 | 2.055 | 2.364 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 7.65B | 1,660% |
| Annual Yield % from dividends | 1.67 | 1.06 | 157% |
| Returns for 1 year | 10.91 | 15.56 | 70% |
| Returns for 3 years | 10.75 | 0.35 | 3,081% |
| Returns for 5 years | 32.16 | 12.80 | 251% |
| Returns for 10 years | 69.38 | 55.73 | 124% |