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CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Vanguard Global Equity I
Price$37.96
Change-$0.62 (-1.61%)
VolumeN/A
Net Assets7.66B
CWIFX vs VHGEX Comparison Chart
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CWIFX vs. VHGEX commentary
Jun 15, 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. VHGEX (7.66B). CWIFX pays higher dividends than VHGEX: CWIFX (1.68) vs VHGEX (1.16). CWIFX was incepted earlier than VHGEX: CWIFX (23 years) vs VHGEX (30 years). CWIFX (0.86) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than VHGEX: CWIFX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 7.82 vs. CWIFX (6.46). CWIFX return over 5 years is better than : 57.58 vs. VHGEX (29.48).
| CWIFX | VHGEX | CWIFX / VHGEX | |
| Total Expense Ratio | 0.86 | 0.39 | 221% |
| Annual Report Gross Expense Ratio | 0.86 | 0.39 | 221% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 9.097 | 6.809 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 7.66B | 1,710% |
| Annual Yield % from dividends | 1.68 | 1.16 | 144% |
| Returns for 1 year | 6.46 | 7.82 | 83% |
| Returns for 3 years | 46.04 | 31.97 | 144% |
| Returns for 5 years | 57.58 | 29.48 | 195% |
| Returns for 10 years | 76.87 | 53.31 | 144% |
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