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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
Vanguard Global Equity I
Price$42.89
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets8.03B
CWIEX vs VHGEX Comparison Chart in %
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CWIEX vs. VHGEX commentary
Oct 06, 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VHGEX (8.03B). CWIEX pays higher dividends than VHGEX: CWIEX (1.17) vs VHGEX (1.03). CWIEX was incepted earlier than VHGEX: CWIEX (24 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 : 16.03 vs. CWIEX (12.76). CWIEX return over 5 years is better than : 57.65 vs. VHGEX (30.00).
| CWIEX | VHGEX | CWIEX / VHGEX | |
| Total Expense Ratio | 1.00 | 0.39 | 256% |
| Annual Report Gross Expense Ratio | 1.00 | 0.39 | 256% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 20.827 | 20.681 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 8.03B | 1,768% |
| Annual Yield % from dividends | 1.17 | 1.03 | 114% |
| Returns for 1 year | 12.76 | 16.03 | 80% |
| Returns for 3 years | 63.77 | 50.35 | 127% |
| Returns for 5 years | 57.65 | 30.00 | 192% |
| Returns for 10 years | 101.66 | 85.55 | 119% |
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