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CWIEX vs CWIFX
CWIEX vs CWIFX Comparison
Open Charts CWIEX vs CWIFX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CWIEX vs CWIFX Comparison Chart
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CWIEX vs. CWIFX commentary
May 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 CWIEX is a Buy and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX (125B) and CWIFX (125B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWIEX: CWIFX (1.78) vs CWIEX (1.38). CWIEX was incepted earlier than CWIFX: CWIEX (23 years) vs CWIFX (23 years). CWIEX (1.00) is less costly to investors than CWIFX (0.86). CWIEX (27.00) and CWIFX (27.00) have comparable annual turnover. CWIEX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 2.35 vs. CWIEX (1.96). CWIFX return over 5 years is better than : 56.83 vs. CWIEX (53.73).
| CWIEX | CWIFX | CWIEX / CWIFX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.755 | 2.895 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 1.38 | 1.78 | 78% |
| Returns for 1 year | 1.96 | 2.35 | 83% |
| Returns for 3 years | 31.61 | 33.16 | 95% |
| Returns for 5 years | 53.73 | 56.83 | 95% |
| Returns for 10 years | 58.24 | 65.05 | 90% |
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