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FWGIX vs GMAEX
FWGIX vs GMAEX Comparison
Open Charts FWGIX vs GMAEX
American Funds Capital World Gr&Inc F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
GMO Quality Cyclicals VI
Price$22.39
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets74.2M
FWGIX vs GMAEX Comparison Chart
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FWGIX vs. GMAEX commentary
Jan 19, 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: 127B vs. GMAEX (74.2M). FWGIX pays higher dividends than GMAEX: FWGIX (1.99) vs GMAEX (1.57). FWGIX was incepted earlier than GMAEX: FWGIX (8 years) vs GMAEX (5 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GMAEX (17.00). 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 : 11.33 vs. GMAEX (4.45).
| FWGIX | GMAEX | FWGIX / GMAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 2.078 | 2.659 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 74.2M | 171,159% |
| Annual Yield % from dividends | 1.99 | 1.57 | 127% |
| Returns for 1 year | 11.33 | 4.45 | 255% |
| Returns for 3 years | 9.39 | -11.53 | -81% |
| Returns for 5 years | 29.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |