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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise R6
Price$13.72
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.88M
CWIEX vs VPRDX Comparison Chart in %
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CWIEX vs. VPRDX commentary
Sep 07, 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 VPRDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VPRDX (267M). CWIEX pays higher dividends than VPRDX: CWIEX (1.22) vs VPRDX (0.63). CWIEX was incepted earlier than VPRDX: CWIEX (24 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 : 12.87 vs. VPRDX (-11.51). CWIEX return over 5 years is better than : 49.15 vs. VPRDX (-15.77).
| CWIEX | VPRDX | CWIEX / VPRDX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.997 | -11.049 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.22 | 0.63 | 195% |
| Returns for 1 year | 12.87 | -11.51 | -112% |
| Returns for 3 years | 54.44 | -3.35 | -1,624% |
| Returns for 5 years | 49.15 | -15.77 | -312% |
| Returns for 10 years | 94.28 | N/A | - |
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