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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$15.91
Change-$0.67 (-4.04%)
VolumeN/A
Net Assets2.55B
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Apr 05, 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 FTWRX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 123B vs. FTWRX (2.55B). WGIFX pays higher dividends than FTWRX: WGIFX (1.87) vs FTWRX (0.31). FTWRX was incepted earlier than WGIFX: FTWRX (12 years) vs WGIFX (17 years). FTWRX (0.78) is less costly to investors than WGIFX (0.52). FTWRX is a more actively managed with annual turnover of: 52.04 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than FTWRX: WGIFX (250) vs FTWRX (1000000). WGIFX annual gain was more profitable for investors over the last year : 0.48 vs. FTWRX (-1.60). WGIFX return over 5 years is better than : 69.67 vs. FTWRX (61.01).
| FTWRX | WGIFX | FTWRX / WGIFX | |
| Total Expense Ratio | 0.75 | 0.52 | 144% |
| Annual Report Gross Expense Ratio | 0.78 | 0.52 | 150% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | -0.120 | 0.915 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 123B | 2% |
| Annual Yield % from dividends | 0.31 | 1.87 | 16% |
| Returns for 1 year | -1.60 | 0.48 | -336% |
| Returns for 3 years | 16.91 | 12.14 | 139% |
| Returns for 5 years | 61.01 | 69.67 | 88% |
| Returns for 10 years | 3.12 | 42.22 | 7% |
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