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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Nationwide Schroders Global Eq Instl Svc
Price$26.68
Change-$0.22 (-0.82%)
VolumeN/A
Net Assets236.07M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Nov 20, 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 Hold and GGESX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. GGESX (236M). CWIEX pays higher dividends than GGESX: CWIEX (1.15) vs GGESX (0.93). CWIEX was incepted earlier than GGESX: CWIEX (24 years) vs GGESX (13 years). GGESX (1.02) and CWIEX (1.00) have similar cost to investors . GGESX is a more actively managed with annual turnover of: 31.22 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than GGESX: CWIEX (250) vs GGESX (50000). GGESX (12.19) and CWIEX (11.86) have marching annual gain over last year. CWIEX return over 5 years is better than : 42.92 vs. GGESX (29.13).
| CWIEX | GGESX | CWIEX / GGESX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 18.591 | 20.883 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 236M | 59,322% |
| Annual Yield % from dividends | 1.15 | 0.93 | 124% |
| Returns for 1 year | 11.86 | 12.19 | 97% |
| Returns for 3 years | 50.41 | 36.44 | 138% |
| Returns for 5 years | 42.92 | 29.13 | 147% |
| Returns for 10 years | 91.62 | 84.96 | 108% |
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