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FWGIX vs VHGEX
FWGIX vs VHGEX Comparison
Open Charts FWGIX vs VHGEX
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
Vanguard Global Equity I
Price$35.72
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets7.2B
FWGIX vs VHGEX Comparison Chart
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FWGIX vs. VHGEX commentary
May 09, 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: 124B vs. VHGEX (7.2B). FWGIX pays higher dividends than VHGEX: FWGIX (1.96) vs VHGEX (1.24). 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). FWGIX (2.63) and VHGEX (2.62) have marching annual gain over last year. FWGIX return over 5 years is better than : 52.50 vs. VHGEX (28.36).
| 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 | 2.775 | -0.253 | -1,096% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 7.2B | 1,723% |
| Annual Yield % from dividends | 1.96 | 1.24 | 158% |
| Returns for 1 year | 2.63 | 2.62 | 100% |
| Returns for 3 years | 31.85 | 20.03 | 159% |
| Returns for 5 years | 52.50 | 28.36 | 185% |
| Returns for 10 years | N/A | 41.66 | - |
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