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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$17.75
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets2.66B
American Funds Capital World Gr&Inc F2
Price$69.00
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Jun 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 FTWRX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. FTWRX (2.66B). WGIFX pays higher dividends than FTWRX: WGIFX (1.75) vs FTWRX (0.29). 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 : 6.62 vs. FTWRX (3.12). WGIFX (47.06) and FTWRX (45.88) have equivalent 5 years return.
| 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 | 5.904 | 9.140 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 131B | 2% |
| Annual Yield % from dividends | 0.29 | 1.75 | 17% |
| Returns for 1 year | 3.12 | 6.62 | 47% |
| Returns for 3 years | 38.19 | 29.76 | 128% |
| Returns for 5 years | 45.88 | 47.06 | 97% |
| Returns for 10 years | 9.34 | 54.32 | 17% |
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