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FWGIX vs GGESX
FWGIX vs GGESX Comparison
Open Charts FWGIX vs GGESX
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
Nationwide Global Sust Eq Instl Svc
Price$20.87
Change+$0.36 (+1.76%)
VolumeN/A
Net Assets193.78M
FWGIX vs GGESX Comparison Chart
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FWGIX vs. GGESX commentary
Apr 12, 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 FWGIX is a Hold and GGESX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 115B vs. GGESX (194M). FWGIX pays higher dividends than GGESX: FWGIX (1.98) vs GGESX (1.18). FWGIX was incepted earlier than GGESX: FWGIX (8 years) vs GGESX (12 years). GGESX (1.02) is less costly to investors than FWGIX (0.41). GGESX is a more actively managed with annual turnover of: 31.22 vs. FWGIX (27.00). GGESX has a lower initial minimum investment than FWGIX: GGESX (50000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : -3.85 vs. GGESX (-10.02). FWGIX return over 5 years is better than : 48.86 vs. GGESX (34.99).
| FWGIX | GGESX | FWGIX / GGESX | |
| Total Expense Ratio | 0.41 | 1.02 | 40% |
| Annual Report Gross Expense Ratio | 0.41 | 1.02 | 40% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | -3.863 | -7.195 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 194M | 59,278% |
| Annual Yield % from dividends | 1.98 | 1.18 | 168% |
| Returns for 1 year | -3.85 | -10.02 | 38% |
| Returns for 3 years | 11.53 | -1.29 | -896% |
| Returns for 5 years | 48.86 | 34.99 | 140% |
| Returns for 10 years | N/A | 32.15 | - |
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