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CWICX vs VHGEX
CWICX vs VHGEX Comparison
Open Charts CWICX vs VHGEX
American Funds Capital World Gr&Inc 529C
Price$63.50
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Vanguard Global Equity I
Price$34.97
Change+$0.29 (+0.84%)
VolumeN/A
Net Assets7.77B
CWICX vs VHGEX Comparison Chart
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CWICX vs. VHGEX commentary
Apr 03, 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. VHGEX (7.77B). VHGEX pays higher dividends than CWICX: VHGEX (1.25) vs CWICX (0.87). CWICX was incepted earlier than VHGEX: CWICX (23 years) vs VHGEX (30 years). CWICX (1.53) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VHGEX: CWICX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 0.31 vs. CWICX (0.09). CWICX return over 5 years is better than : 66.86 vs. VHGEX (46.61).
| CWICX | VHGEX | CWICX / VHGEX | |
| Total Expense Ratio | 1.53 | 0.39 | 392% |
| Annual Report Gross Expense Ratio | 1.53 | 0.39 | 392% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 0.674 | -2.420 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 7.77B | 1,584% |
| Annual Yield % from dividends | 0.87 | 1.25 | 70% |
| Returns for 1 year | 0.09 | 0.31 | 28% |
| Returns for 3 years | 11.72 | -0.57 | -2,044% |
| Returns for 5 years | 66.86 | 46.61 | 143% |
| Returns for 10 years | 50.22 | 40.73 | 123% |