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CWIFX vs VPRDX
CWIFX vs VPRDX Comparison
Open Charts CWIFX vs VPRDX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise R6
Price$13.72
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.88M
CWIFX vs VPRDX Comparison Chart in %
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CWIFX vs. VPRDX commentary
Sep 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 VPRDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. VPRDX (267M). CWIFX pays higher dividends than VPRDX: CWIFX (1.57) vs VPRDX (0.63). CWIFX was incepted earlier than VPRDX: CWIFX (23 years) vs VPRDX (9 years). VPRDX (0.99) is less costly to investors than CWIFX (0.86). VPRDX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). VPRDX has a lower initial minimum investment than CWIFX: VPRDX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. VPRDX (-11.51). CWIFX return over 5 years is better than : 52.14 vs. VPRDX (-15.77).
| CWIFX | VPRDX | CWIFX / VPRDX | |
| Total Expense Ratio | 0.86 | 0.96 | 90% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 16.304 | -11.049 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.57 | 0.63 | 251% |
| Returns for 1 year | 13.31 | -11.51 | -116% |
| Returns for 3 years | 56.25 | -3.35 | -1,677% |
| Returns for 5 years | 52.14 | -15.77 | -330% |
| Returns for 10 years | 102.66 | N/A | - |
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