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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Vanguard Global Equity I
Price$41.13
Change-$0.37 (-0.89%)
VolumeN/A
Net Assets7.87B
CWIEX vs VHGEX Comparison Chart in %
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CWIEX vs. VHGEX 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. VHGEX (7.87B). CWIEX pays higher dividends than VHGEX: CWIEX (1.15) vs VHGEX (1.01). 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). CWIEX (11.86) and VHGEX (11.76) have marching annual gain over last year. CWIEX return over 5 years is better than : 42.92 vs. VHGEX (15.57).
| 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 | 18.591 | 16.770 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.87B | 1,778% |
| Annual Yield % from dividends | 1.15 | 1.01 | 114% |
| Returns for 1 year | 11.86 | 11.76 | 101% |
| Returns for 3 years | 50.41 | 38.84 | 130% |
| Returns for 5 years | 42.92 | 15.57 | 276% |
| Returns for 10 years | 91.62 | 71.54 | 128% |
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