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CWIAX vs WGIFX
CWIAX vs WGIFX Comparison
Open Charts CWIAX vs WGIFX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
CWIAX vs WGIFX Comparison Chart
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CWIAX vs. WGIFX commentary
Apr 04, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (123B) and WGIFX (123B) have equal amount of cash in the bank . WGIFX pays higher dividends than CWIAX: WGIFX (1.87) vs CWIAX (1.63). CWIAX was incepted earlier than WGIFX: CWIAX (23 years) vs WGIFX (17 years). CWIAX (0.78) is less costly to investors than WGIFX (0.52). CWIAX (27.00) and WGIFX (27.00) have comparable annual turnover. CWIAX (250) and WGIFX (250) have matching initial minimum investment requirements. WGIFX annual gain was more profitable for investors over the last year : 0.48 vs. CWIAX (0.21). CWIAX return over 5 years is better than : 73.36 vs. WGIFX (69.67).
| CWIAX | WGIFX | CWIAX / WGIFX | |
| Total Expense Ratio | 0.78 | 0.52 | 150% |
| Annual Report Gross Expense Ratio | 0.78 | 0.52 | 150% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.873 | 0.915 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.63 | 1.87 | 87% |
| Returns for 1 year | 0.21 | 0.48 | 44% |
| Returns for 3 years | 13.32 | 12.14 | 110% |
| Returns for 5 years | 73.36 | 69.67 | 105% |
| Returns for 10 years | 61.00 | 42.22 | 144% |
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