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CWIFX vs FWGIX
CWIFX vs FWGIX Comparison
Open Charts CWIFX vs FWGIX
American Funds Capital World Gr&Inc 529F
Price$60.73
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
CWIFX vs FWGIX Comparison Chart
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CWIFX vs. FWGIX commentary
Apr 18, 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 (117B) and FWGIX (117B) have equal amount of cash in the bank . FWGIX pays higher dividends than CWIFX: FWGIX (1.98) vs CWIFX (1.79). 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 : -0.56 vs. CWIFX (-0.79). CWIFX return over 5 years is better than : 49.17 vs. FWGIX (45.33).
| 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 | -3.686 | -3.626 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 117B | 100% |
| Annual Yield % from dividends | 1.79 | 1.98 | 91% |
| Returns for 1 year | -0.79 | -0.56 | 140% |
| Returns for 3 years | 13.26 | 11.85 | 112% |
| Returns for 5 years | 49.17 | 45.33 | 108% |
| Returns for 10 years | 54.56 | N/A | - |
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