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CWIEX vs WGIFX
CWIEX vs WGIFX Comparison
Open Charts CWIEX vs WGIFX
American Funds Capital World Gr&Inc 529E
Price$59.39
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
American Funds Capital World Gr&Inc F2
Price$59.65
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
CWIEX vs WGIFX Comparison Chart
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CWIEX vs. WGIFX commentary
Apr 11, 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX (117B) and WGIFX (117B) have equal amount of cash in the bank . WGIFX pays higher dividends than CWIEX: WGIFX (1.87) vs CWIEX (1.39). CWIEX was incepted earlier than WGIFX: CWIEX (23 years) vs WGIFX (17 years). CWIEX (1.00) is less costly to investors than WGIFX (0.52). CWIEX (27.00) and WGIFX (27.00) have comparable annual turnover. CWIEX (250) and WGIFX (250) have matching initial minimum investment requirements. WGIFX annual gain was more profitable for investors over the last year : -3.82 vs. CWIEX (-4.29). CWIEX (49.50) and WGIFX (48.03) have equivalent 5 years return.
| CWIEX | WGIFX | CWIEX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -4.195 | -4.083 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 117B | 100% |
| Annual Yield % from dividends | 1.39 | 1.87 | 74% |
| Returns for 1 year | -4.29 | -3.82 | 112% |
| Returns for 3 years | 10.90 | 10.52 | 104% |
| Returns for 5 years | 49.50 | 48.03 | 103% |
| Returns for 10 years | 47.84 | 33.58 | 142% |