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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$66.68
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
VY® Morgan Stanley Global Franchise R6
Price$16.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets280.95M
CWIEX vs VPRDX Comparison Chart
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CWIEX vs. VPRDX commentary
May 23, 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 VPRDX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. VPRDX (281M). CWIEX pays higher dividends than VPRDX: CWIEX (1.38) vs VPRDX (0.76). CWIEX was incepted earlier than VPRDX: CWIEX (23 years) vs VPRDX (9 years). CWIEX (1.00) and VPRDX (0.99) have similar cost to investors . VPRDX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). VPRDX has a lower initial minimum investment than CWIEX: VPRDX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 3.20 vs. VPRDX (0.69). CWIEX return over 5 years is better than : 57.25 vs. VPRDX (4.35).
| CWIEX | VPRDX | CWIEX / VPRDX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 5.801 | 6.057 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 281M | 45,552% |
| Annual Yield % from dividends | 1.38 | 0.76 | 181% |
| Returns for 1 year | 3.20 | 0.69 | 464% |
| Returns for 3 years | 31.27 | -0.04 | -75,859% |
| Returns for 5 years | 57.25 | 4.35 | 1,316% |
| Returns for 10 years | 60.90 | N/A | - |
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