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FWGIX vs GMAEX
FWGIX vs GMAEX Comparison
Open Charts FWGIX vs GMAEX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
GMO Quality Cyclicals VI
Price$11.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.68M
FWGIX vs GMAEX Comparison Chart
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FWGIX vs. GMAEX commentary
Apr 11, 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 Buy and GMAEX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 109B vs. GMAEX (1.68M). FWGIX pays higher dividends than GMAEX: FWGIX (1.98) 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). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GMAEX (19.00). 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 : -10.57 vs. GMAEX (-51.18).
| 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 | -10.234 | -46.365 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.68M | 6,488,095% |
| Annual Yield % from dividends | 1.98 | 1.60 | 124% |
| Returns for 1 year | -10.57 | -51.18 | 21% |
| Returns for 3 years | 2.23 | -51.44 | -4% |
| Returns for 5 years | 38.99 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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