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CWIFX vs FWGIX
CWIFX vs FWGIX Comparison
Open Charts CWIFX vs FWGIX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
American Funds Capital World Gr&Inc F3
Price$70.92
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets134.28B
CWIFX vs FWGIX Comparison Chart in %
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CWIFX vs. FWGIX commentary
Aug 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 CWIFX is a StrongBuy and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX (134B) and FWGIX (134B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIFX: FWGIX (1.77) vs CWIFX (1.60). CWIFX was incepted earlier than FWGIX: CWIFX (23 years) vs FWGIX (9 years). CWIFX (0.86) is less costly to investors than FWGIX (0.41). CWIFX (27.00) and FWGIX (27.00) have comparable annual turnover. CWIFX has a lower initial minimum investment than FWGIX: CWIFX (250) vs FWGIX (1000000). FWGIX (16.34) and CWIFX (15.94) have marching annual gain over last year. CWIFX return over 5 years is better than : 50.90 vs. FWGIX (46.02).
| CWIFX | FWGIX | CWIFX / FWGIX | |
| Total Expense Ratio | 0.86 | 0.41 | 210% |
| Annual Report Gross Expense Ratio | 0.86 | 0.41 | 210% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.322 | 12.757 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 134B | 100% |
| Annual Yield % from dividends | 1.60 | 1.77 | 91% |
| Returns for 1 year | 15.94 | 16.34 | 98% |
| Returns for 3 years | 44.92 | 43.30 | 104% |
| Returns for 5 years | 50.90 | 46.02 | 111% |
| Returns for 10 years | 84.63 | N/A | - |
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