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CWICX vs TWDAX
CWICX vs TWDAX Comparison
Open Charts CWICX vs TWDAX
American Funds Capital World Gr&Inc 529C
Price$59.36
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
Templeton World Adv
Price$15.43
Change-$0.42 (-2.65%)
VolumeN/A
Net Assets2.43B
CWICX vs TWDAX Comparison Chart
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CWICX vs. TWDAX commentary
Apr 11, 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 TWDAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. TWDAX (2.43B). CWICX pays higher dividends than TWDAX: CWICX (0.87) 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 : -4.79 vs. TWDAX (-5.30). CWICX (45.55) and TWDAX (45.52) 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 | -4.336 | -4.576 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.43B | 4,809% |
| Annual Yield % from dividends | 0.87 | 0.26 | 339% |
| Returns for 1 year | -4.79 | -5.30 | 90% |
| Returns for 3 years | 9.16 | 17.05 | 54% |
| Returns for 5 years | 45.55 | 45.52 | 100% |
| Returns for 10 years | 40.10 | -3.05 | -1,314% |