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CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$70.64
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets134.28B
Vanguard Global Equity I
Price$39.81
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets7.88B
CWIFX vs VHGEX Comparison Chart in %
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CWIFX vs. VHGEX commentary
Aug 07, 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 StrongBuy and VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 134B vs. VHGEX (7.88B). CWIFX pays higher dividends than VHGEX: CWIFX (1.60) vs VHGEX (1.09). 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 : 19.61 vs. CWIFX (16.08). CWIFX return over 5 years is better than : 49.15 vs. VHGEX (22.29).
| 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 | 12.637 | 12.437 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 7.88B | 1,702% |
| Annual Yield % from dividends | 1.60 | 1.09 | 148% |
| Returns for 1 year | 16.08 | 19.61 | 82% |
| Returns for 3 years | 44.05 | 27.53 | 160% |
| Returns for 5 years | 49.15 | 22.29 | 221% |
| Returns for 10 years | 83.51 | 64.18 | 130% |
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