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CWIEX vs FWGIX
CWIEX vs FWGIX Comparison
Open Charts CWIEX vs FWGIX
American Funds Capital World Gr&Inc 529E
Price$62.74
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
CWIEX vs FWGIX Comparison Chart
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CWIEX vs. FWGIX commentary
Apr 25, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX (119B) and FWGIX (119B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIEX: FWGIX (1.98) vs CWIEX (1.39). CWIEX was incepted earlier than FWGIX: CWIEX (23 years) vs FWGIX (8 years). CWIEX (1.00) is less costly to investors than FWGIX (0.41). CWIEX (27.00) and FWGIX (27.00) have comparable annual turnover. CWIEX has a lower initial minimum investment than FWGIX: CWIEX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : -1.12 vs. CWIEX (-1.71). CWIEX (49.38) and FWGIX (48.45) have equivalent 5 years return.
| CWIEX | FWGIX | CWIEX / FWGIX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.00 | 0.41 | 244% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.306 | -3.136 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 119B | 100% |
| Annual Yield % from dividends | 1.39 | 1.98 | 70% |
| Returns for 1 year | -1.71 | -1.12 | 153% |
| Returns for 3 years | 15.84 | 15.72 | 101% |
| Returns for 5 years | 49.38 | 48.45 | 102% |
| Returns for 10 years | 47.14 | N/A | - |