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CWIFX vs GGESX
CWIFX vs GGESX Comparison
Open Charts CWIFX vs GGESX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Nationwide Schroders Global Eq Instl Svc
Price$26.68
Change-$0.22 (-0.82%)
VolumeN/A
Net Assets236.07M
CWIFX vs GGESX Comparison Chart in %
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CWIFX vs. GGESX commentary
Nov 20, 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 Hold and GGESX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. GGESX (236M). CWIFX pays higher dividends than GGESX: CWIFX (1.49) vs GGESX (0.93). CWIFX was incepted earlier than GGESX: CWIFX (23 years) vs GGESX (13 years). GGESX (1.02) is less costly to investors than CWIFX (0.86). GGESX is a more actively managed with annual turnover of: 31.22 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than GGESX: CWIFX (250) vs GGESX (50000). CWIFX (12.31) and GGESX (12.19) have marching annual gain over last year. CWIFX return over 5 years is better than : 45.77 vs. GGESX (29.13).
| CWIFX | GGESX | CWIFX / GGESX | |
| Total Expense Ratio | 0.86 | 1.02 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 19.021 | 20.883 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 236M | 59,322% |
| Annual Yield % from dividends | 1.49 | 0.93 | 161% |
| Returns for 1 year | 12.31 | 12.19 | 101% |
| Returns for 3 years | 52.19 | 36.44 | 143% |
| Returns for 5 years | 45.77 | 29.13 | 157% |
| Returns for 10 years | 99.87 | 84.96 | 118% |
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