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CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Templeton World R6
Price$17.75
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets2.66B
CWICX vs FTWRX Comparison Chart
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CWICX vs. FTWRX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. FTWRX (2.66B). CWICX pays higher dividends than FTWRX: CWICX (0.82) vs FTWRX (0.29). 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 : 5.54 vs. FTWRX (3.12). FTWRX (45.88) and CWICX (44.63) have equivalent 5 years return.
| 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 | 8.680 | 5.904 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.66B | 4,927% |
| Annual Yield % from dividends | 0.82 | 0.29 | 280% |
| Returns for 1 year | 5.54 | 3.12 | 178% |
| Returns for 3 years | 28.16 | 38.19 | 74% |
| Returns for 5 years | 44.63 | 45.88 | 97% |
| Returns for 10 years | 61.86 | 9.34 | 663% |
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