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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$15.95
Change+$0.30 (+1.92%)
VolumeN/A
Net Assets2.39B
American Funds Capital World Gr&Inc F2
Price$63.03
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Apr 25, 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: 119B vs. FTWRX (2.39B). 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 : 1.70 vs. FTWRX (-4.17). WGIFX return over 5 years is better than : 52.33 vs. FTWRX (42.97).
| 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 | -5.723 | -0.303 | 1,890% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 119B | 2% |
| Annual Yield % from dividends | 0.31 | 1.87 | 16% |
| Returns for 1 year | -4.17 | 1.70 | -245% |
| Returns for 3 years | 19.86 | 19.22 | 103% |
| Returns for 5 years | 42.97 | 52.33 | 82% |
| Returns for 10 years | -5.65 | 36.97 | -15% |
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