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FWGIX vs VHGEX
FWGIX vs VHGEX Comparison
Open Charts FWGIX vs VHGEX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Global Equity I
Price$40.63
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.09B
FWGIX vs VHGEX Comparison Chart in %
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FWGIX vs. VHGEX commentary
Jul 27, 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. VHGEX (8.09B). FWGIX pays higher dividends than VHGEX: FWGIX (1.77) vs VHGEX (1.10). FWGIX was incepted earlier than VHGEX: FWGIX (9 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 : 16.86 vs. FWGIX (14.19). FWGIX return over 5 years is better than : 53.11 vs. VHGEX (27.28).
| FWGIX | VHGEX | FWGIX / VHGEX | |
| Total Expense Ratio | 0.41 | 0.39 | 105% |
| Annual Report Gross Expense Ratio | 0.41 | 0.39 | 105% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 15.237 | 13.844 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.09B | 1,694% |
| Annual Yield % from dividends | 1.77 | 1.10 | 162% |
| Returns for 1 year | 14.19 | 16.86 | 84% |
| Returns for 3 years | 52.35 | 36.72 | 143% |
| Returns for 5 years | 53.11 | 27.28 | 195% |
| Returns for 10 years | N/A | 66.50 | - |
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