Interact to see
Advertisement
Advertisement
FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$18.74
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.79B
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
FTWRX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTWRX vs. WGIFX commentary
Aug 10, 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 Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. FTWRX (2.79B). WGIFX pays higher dividends than FTWRX: WGIFX (1.67) vs FTWRX (0.27). 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 : 14.63 vs. FTWRX (12.15). FTWRX return over 5 years is better than : 56.51 vs. WGIFX (48.30).
| 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 | 12.892 | 14.219 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 136B | 2% |
| Annual Yield % from dividends | 0.27 | 1.67 | 16% |
| Returns for 1 year | 12.15 | 14.63 | 83% |
| Returns for 3 years | 52.15 | 45.15 | 116% |
| Returns for 5 years | 56.51 | 48.30 | 117% |
| Returns for 10 years | 17.55 | 62.63 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSCEX | 15.39 | 0.05 | +0.33% |
| Fidelity Advisor Small Cap C | |||
| DIVPX | 16.96 | 0.04 | +0.24% |
| MAI Managed Volatility Investor | |||
| PPTCX | 16.79 | -0.07 | -0.42% |
| Virtus KAR Global Quality Dividend C | |||
| NBRFX | 13.48 | -0.12 | -0.88% |
| Neuberger Berman Real Estate Tr | |||
| BMGKX | 43.46 | -0.56 | -1.27% |
| BlackRock Mid-Cap Growth Equity K | |||