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CWIFX vs FWGIX
CWIFX vs FWGIX Comparison
Open Charts CWIFX vs FWGIX
American Funds Capital World Gr&Inc 529F
Price$64.76
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.56B
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
CWIFX vs FWGIX Comparison Chart
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CWIFX vs. FWGIX commentary
May 09, 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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX (125B) and FWGIX (124B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIFX: FWGIX (1.96) vs CWIFX (1.78). CWIFX was incepted earlier than FWGIX: CWIFX (23 years) vs FWGIX (8 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 annual gain was more profitable for investors over the last year : 2.63 vs. CWIFX (2.39). CWIFX return over 5 years is better than : 56.54 vs. FWGIX (52.50).
| 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 | 8 years | - |
| Gain YTD | 2.705 | 2.775 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 124B | 101% |
| Annual Yield % from dividends | 1.78 | 1.96 | 91% |
| Returns for 1 year | 2.39 | 2.63 | 91% |
| Returns for 3 years | 33.51 | 31.85 | 105% |
| Returns for 5 years | 56.54 | 52.50 | 108% |
| Returns for 10 years | 64.07 | N/A | - |