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FWGIX vs GMAEX
FWGIX vs GMAEX Comparison
Open Charts FWGIX vs GMAEX
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
GMO Quality Cyclicals VI
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.61M
FWGIX vs GMAEX Comparison Chart in %
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FWGIX vs. GMAEX commentary
Jul 29, 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 StrongBuy and GMAEX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. GMAEX (1.62M). FWGIX pays higher dividends than GMAEX: FWGIX (1.77) vs GMAEX (1.60). FWGIX was incepted earlier than GMAEX: FWGIX (9 years) vs GMAEX (5 years). GMAEX (0.58) is less costly to investors than FWGIX (0.41). GMAEX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than GMAEX: FWGIX (1000000) vs GMAEX (750000000). FWGIX annual gain was more profitable for investors over the last year : 13.21 vs. GMAEX (-49.93). FWGIX return over 5 years is better than : 50.68 vs. GMAEX (-43.94).
| FWGIX | GMAEX | FWGIX / GMAEX | |
| Total Expense Ratio | 0.41 | 0.41 | 100% |
| Annual Report Gross Expense Ratio | 0.41 | 0.58 | 71% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 15.237 | -46.457 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.62M | 8,482,972% |
| Annual Yield % from dividends | 1.77 | 1.60 | 111% |
| Returns for 1 year | 13.21 | -49.93 | -26% |
| Returns for 3 years | 46.62 | -44.41 | -105% |
| Returns for 5 years | 50.68 | -43.94 | -115% |
| Returns for 10 years | N/A | N/A | - |
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