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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Vanguard Global Equity I
Price$37.96
Change-$0.62 (-1.61%)
VolumeN/A
Net Assets7.66B
CWIEX vs VHGEX Comparison Chart
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CWIEX vs. VHGEX commentary
Jun 15, 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: 131B vs. VHGEX (7.66B). CWIEX pays higher dividends than VHGEX: CWIEX (1.31) vs VHGEX (1.16). 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 : 7.82 vs. CWIEX (6.05). CWIEX return over 5 years is better than : 54.48 vs. VHGEX (29.48).
| 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 | 8.904 | 6.809 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 7.66B | 1,710% |
| Annual Yield % from dividends | 1.31 | 1.16 | 112% |
| Returns for 1 year | 6.05 | 7.82 | 77% |
| Returns for 3 years | 44.36 | 31.97 | 139% |
| Returns for 5 years | 54.48 | 29.48 | 185% |
| Returns for 10 years | 69.54 | 53.31 | 130% |
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