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FWGIX vs GMAEX
FWGIX vs GMAEX Comparison
Open Charts FWGIX vs GMAEX
American Funds Capital World Gr&Inc F3
Price$70.85
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
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 02, 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: 135B vs. GMAEX (1.62M). FWGIX pays higher dividends than GMAEX: FWGIX (1.77) vs GMAEX (1.60). FWGIX was incepted earlier than GMAEX: FWGIX (8 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 : 10.33 vs. GMAEX (-49.35). FWGIX return over 5 years is better than : 53.84 vs. GMAEX (-41.12).
| FWGIX | GMAEX | FWGIX / GMAEX | |
| Total Expense Ratio | 0.41 | 0.41 | 100% |
| Annual Report Gross Expense Ratio | 0.41 | 0.58 | 71% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 13.011 | -46.457 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.62M | 8,359,133% |
| Annual Yield % from dividends | 1.77 | 1.60 | 111% |
| Returns for 1 year | 10.33 | -49.35 | -21% |
| Returns for 3 years | 50.55 | -43.76 | -116% |
| Returns for 5 years | 53.84 | -41.12 | -131% |
| Returns for 10 years | N/A | N/A | - |
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