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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$17.19
Change-$0.31 (-1.77%)
VolumeN/A
Net Assets2.67B
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. FTWRX (2.68B). WGIFX pays higher dividends than FTWRX: WGIFX (1.90) vs FTWRX (0.77). FTWRX was incepted earlier than WGIFX: FTWRX (12 years) vs WGIFX (17 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). WGIFX annual gain was more profitable for investors over the last year : 7.35 vs. FTWRX (6.50). WGIFX return over 5 years is better than : 33.63 vs. FTWRX (31.44).
| FTWRX | WGIFX | FTWRX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 3.554 | 4.350 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 128B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 6.50 | 7.35 | 88% |
| Returns for 3 years | 23.18 | 17.14 | 135% |
| Returns for 5 years | 31.44 | 33.63 | 94% |
| Returns for 10 years | 6.79 | 45.71 | 15% |
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