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CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$63.87
Change+$0.58 (+0.92%)
VolumeN/A
CapitalizationN/A
Templeton World R6
Price$16.87
Change+$0.13 (+0.78%)
VolumeN/A
CapitalizationN/A
CWICX vs FTWRX Comparison Chart
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CWICX vs. FTWRX commentary
Dec 24, 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 CWICX is a Buy and FTWRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. FTWRX (2.5B). CWICX pays higher dividends than FTWRX: CWICX (0.97) vs FTWRX (0.77). CWICX was incepted earlier than FTWRX: CWICX (23 years) vs FTWRX (12 years). FTWRX is a more actively managed with annual turnover of: 47.28 vs. CWICX (27.00). CWICX has a lower initial minimum investment than FTWRX: CWICX (250) vs FTWRX (1000000). FTWRX annual gain was more profitable for investors over the last year : 13.18 vs. CWICX (8.62). CWICX return over 5 years is better than : 29.26 vs. FTWRX (27.58).
| CWICX | FTWRX | CWICX / FTWRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 7.833 | 12.883 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.5B | 4,996% |
| Annual Yield % from dividends | 0.97 | 0.77 | 126% |
| Returns for 1 year | 8.62 | 13.18 | 65% |
| Returns for 3 years | 5.27 | 14.34 | 37% |
| Returns for 5 years | 29.26 | 27.58 | 106% |
| Returns for 10 years | 53.59 | 7.16 | 748% |
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