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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$17.39
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets2.71B
American Funds Capital World Gr&Inc F2
Price$65.95
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Jan 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 129B vs. FTWRX (2.71B). 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 : 16.13 vs. WGIFX (12.12). WGIFX (32.42) and FTWRX (32.29) have equivalent 5 years return.
| 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 | 4.759 | 3.940 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 129B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 16.13 | 12.12 | 133% |
| Returns for 3 years | 22.70 | 14.38 | 158% |
| Returns for 5 years | 32.29 | 32.42 | 100% |
| Returns for 10 years | 11.82 | 49.39 | 24% |