Interact to see
Advertisement
Advertisement
CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Vanguard Global Equity I
Price$41.13
Change-$0.37 (-0.89%)
VolumeN/A
Net Assets7.87B
CWIFX vs VHGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. VHGEX 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. VHGEX (7.87B). CWIFX pays higher dividends than VHGEX: CWIFX (1.49) vs VHGEX (1.01). 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). CWIFX (12.31) and VHGEX (11.76) have marching annual gain over last year. CWIFX return over 5 years is better than : 45.77 vs. VHGEX (15.57).
| 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 | 19.021 | 16.770 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.87B | 1,778% |
| Annual Yield % from dividends | 1.49 | 1.01 | 148% |
| Returns for 1 year | 12.31 | 11.76 | 105% |
| Returns for 3 years | 52.19 | 38.84 | 134% |
| Returns for 5 years | 45.77 | 15.57 | 294% |
| Returns for 10 years | 99.87 | 71.54 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement