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CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$75.78
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
Vanguard Global Equity I
Price$42.89
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets8.03B
CWIFX vs VHGEX Comparison Chart in %
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CWIFX vs. VHGEX commentary
Oct 06, 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: 142B vs. VHGEX (8.03B). CWIFX pays higher dividends than VHGEX: CWIFX (1.53) vs VHGEX (1.03). 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 : 16.03 vs. CWIFX (13.22). CWIFX return over 5 years is better than : 60.81 vs. VHGEX (30.00).
| 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 | 21.196 | 20.681 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 8.03B | 1,768% |
| Annual Yield % from dividends | 1.53 | 1.03 | 149% |
| Returns for 1 year | 13.22 | 16.03 | 82% |
| Returns for 3 years | 65.69 | 50.35 | 130% |
| Returns for 5 years | 60.81 | 30.00 | 203% |
| Returns for 10 years | 110.35 | 85.55 | 129% |
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