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CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Templeton World R6
Price$15.91
Change-$0.67 (-4.04%)
VolumeN/A
Net Assets2.55B
CWICX vs FTWRX Comparison Chart
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CWICX vs. FTWRX commentary
Apr 05, 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 CWICX is a Buy and FTWRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. FTWRX (2.55B). CWICX pays higher dividends than FTWRX: CWICX (0.87) vs FTWRX (0.31). CWICX was incepted earlier than FTWRX: CWICX (23 years) vs FTWRX (12 years). CWICX (1.53) is less costly to investors than FTWRX (0.78). FTWRX is a more actively managed with annual turnover of: 52.04 vs. CWICX (27.00). CWICX has a lower initial minimum investment than FTWRX: CWICX (250) vs FTWRX (1000000). CWICX annual gain was more profitable for investors over the last year : -0.54 vs. FTWRX (-1.60). CWICX return over 5 years is better than : 66.86 vs. FTWRX (61.01).
| CWICX | FTWRX | CWICX / FTWRX | |
| Total Expense Ratio | 1.53 | 0.75 | 204% |
| Annual Report Gross Expense Ratio | 1.53 | 0.78 | 196% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 0.674 | -0.120 | -559% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.55B | 4,816% |
| Annual Yield % from dividends | 0.87 | 0.31 | 285% |
| Returns for 1 year | -0.54 | -1.60 | 34% |
| Returns for 3 years | 10.74 | 16.91 | 64% |
| Returns for 5 years | 66.86 | 61.01 | 110% |
| Returns for 10 years | 49.18 | 3.12 | 1,577% |