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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$71.60
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise R6
Price$13.84
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets275.76M
CWIEX vs VPRDX Comparison Chart in %
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CWIEX vs. VPRDX commentary
Jul 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VPRDX (276M). CWIEX pays higher dividends than VPRDX: CWIEX (1.25) vs VPRDX (0.74). 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 : 12.51 vs. VPRDX (-7.46). CWIEX return over 5 years is better than : 50.87 vs. VPRDX (-14.73).
| 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 | 14.849 | -9.364 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 276M | 49,638% |
| Annual Yield % from dividends | 1.25 | 0.74 | 169% |
| Returns for 1 year | 12.51 | -7.46 | -168% |
| Returns for 3 years | 45.66 | -8.29 | -551% |
| Returns for 5 years | 50.87 | -14.73 | -345% |
| Returns for 10 years | 78.56 | N/A | - |