Interact to see
Advertisement
Advertisement
CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Templeton World R6
Price$19.35
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets2.8B
CWICX vs FTWRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. FTWRX commentary
Nov 20, 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 Hold and FTWRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. FTWRX (2.8B). CWICX pays higher dividends than FTWRX: CWICX (0.70) vs FTWRX (0.25). CWICX was incepted earlier than FTWRX: CWICX (24 years) vs FTWRX (13 years). CWICX (1.53) is less costly to investors than FTWRX (0.78). FTWRX is a more actively managed with annual turnover of: 100.16 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 : 11.33 vs. FTWRX (9.61). FTWRX return over 5 years is better than : 48.99 vs. CWICX (39.45).
| CWICX | FTWRX | CWICX / FTWRX | |
| Total Expense Ratio | 1.53 | 0.75 | 204% |
| Annual Report Gross Expense Ratio | 1.53 | 0.78 | 196% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 18.139 | 16.854 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.8B | 4,959% |
| Annual Yield % from dividends | 0.70 | 0.25 | 276% |
| Returns for 1 year | 11.33 | 9.61 | 118% |
| Returns for 3 years | 48.16 | 64.47 | 75% |
| Returns for 5 years | 39.45 | 48.99 | 81% |
| Returns for 10 years | 81.77 | 27.64 | 296% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement