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CWICX vs TWDAX
CWICX vs TWDAX Comparison
Open Charts CWICX vs TWDAX
American Funds Capital World Gr&Inc 529C
Price$64.57
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
Templeton World Adv
Price$16.66
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.53B
CWICX vs TWDAX Comparison Chart
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CWICX vs. TWDAX commentary
May 09, 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 TWDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 124B vs. TWDAX (2.53B). CWICX pays higher dividends than TWDAX: CWICX (0.86) vs TWDAX (0.26). CWICX was incepted earlier than TWDAX: CWICX (23 years) vs TWDAX (19 years). CWICX (1.53) is less costly to investors than TWDAX (0.79). TWDAX is a more actively managed with annual turnover of: 52.04 vs. CWICX (27.00). CWICX has a lower initial minimum investment than TWDAX: CWICX (250) vs TWDAX (100000). CWICX annual gain was more profitable for investors over the last year : 1.47 vs. TWDAX (-1.05). CWICX (49.42) and TWDAX (48.88) have equivalent 5 years return.
| CWICX | TWDAX | CWICX / TWDAX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.79 | 194% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.370 | 0.060 | 3,937% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 2.53B | 4,903% |
| Annual Yield % from dividends | 0.86 | 0.26 | 332% |
| Returns for 1 year | 1.47 | -1.05 | -140% |
| Returns for 3 years | 29.89 | 39.41 | 76% |
| Returns for 5 years | 49.42 | 48.88 | 101% |
| Returns for 10 years | 49.03 | -0.18 | -27,703% |
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