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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$16.87
Change+$0.13 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$64.16
Change+$0.59 (+0.93%)
VolumeN/A
CapitalizationN/A
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Dec 24, 2024
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 FTWRX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. FTWRX (2.5B). WGIFX pays higher dividends than FTWRX: WGIFX (1.90) vs FTWRX (0.77). FTWRX was incepted earlier than WGIFX: FTWRX (12 years) vs WGIFX (16 years). FTWRX is a more actively managed with annual turnover of: 47.28 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than FTWRX: WGIFX (250) vs FTWRX (1000000). FTWRX annual gain was more profitable for investors over the last year : 13.18 vs. WGIFX (9.75). WGIFX return over 5 years is better than : 30.71 vs. FTWRX (27.58).
| FTWRX | WGIFX | FTWRX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 12.883 | 8.932 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 125B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 13.18 | 9.75 | 135% |
| Returns for 3 years | 14.34 | 6.15 | 233% |
| Returns for 5 years | 27.58 | 30.71 | 90% |
| Returns for 10 years | 7.16 | 45.89 | 16% |