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FWGIX vs VHGEX
FWGIX vs VHGEX Comparison
Open Charts FWGIX vs VHGEX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Vanguard Global Equity I
Price$39.89
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets7.66B
FWGIX vs VHGEX Comparison Chart in %
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FWGIX vs. VHGEX commentary
Jul 06, 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. VHGEX (7.66B). FWGIX pays higher dividends than VHGEX: FWGIX (1.77) vs VHGEX (1.10). FWGIX was incepted earlier than VHGEX: FWGIX (8 years) vs VHGEX (30 years). FWGIX (0.41) and VHGEX (0.39) have similar cost to investors . VHGEX is a more actively managed with annual turnover of: 38.00 vs. FWGIX (27.00). VHGEX has a lower initial minimum investment than FWGIX: VHGEX (3000) vs FWGIX (1000000). VHGEX annual gain was more profitable for investors over the last year : 12.73 vs. FWGIX (9.74). FWGIX return over 5 years is better than : 54.88 vs. VHGEX (30.23).
| FWGIX | VHGEX | FWGIX / VHGEX | |
| Total Expense Ratio | 0.41 | 0.39 | 105% |
| Annual Report Gross Expense Ratio | 0.41 | 0.39 | 105% |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 13.775 | 12.240 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 7.66B | 1,775% |
| Annual Yield % from dividends | 1.77 | 1.10 | 162% |
| Returns for 1 year | 9.74 | 12.73 | 77% |
| Returns for 3 years | 51.57 | 35.52 | 145% |
| Returns for 5 years | 54.88 | 30.23 | 182% |
| Returns for 10 years | N/A | 63.89 | - |
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