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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Vanguard Global Equity I
Price$40.80
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets7.88B
CWIEX vs VHGEX Comparison Chart in %
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CWIEX vs. VHGEX commentary
Aug 17, 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 StrongBuy and VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VHGEX (7.88B). CWIEX pays higher dividends than VHGEX: CWIEX (1.25) vs VHGEX (1.09). CWIEX was incepted earlier than VHGEX: CWIEX (23 years) vs VHGEX (30 years). CWIEX (1.00) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than VHGEX: CWIEX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 14.00 vs. CWIEX (11.15). CWIEX return over 5 years is better than : 49.58 vs. VHGEX (24.30).
| CWIEX | VHGEX | CWIEX / VHGEX | |
| Total Expense Ratio | 1.00 | 0.39 | 256% |
| Annual Report Gross Expense Ratio | 1.00 | 0.39 | 256% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 15.312 | 14.800 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.88B | 1,740% |
| Annual Yield % from dividends | 1.25 | 1.09 | 115% |
| Returns for 1 year | 11.15 | 14.00 | 80% |
| Returns for 3 years | 41.58 | 25.66 | 162% |
| Returns for 5 years | 49.58 | 24.30 | 204% |
| Returns for 10 years | 81.77 | 68.17 | 120% |
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