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FWGIX vs VTWIX
FWGIX vs VTWIX Comparison
Open Charts FWGIX vs VTWIX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Vanguard Total World Stock Index I
Price$226.83
Change+$1.19 (+0.53%)
VolumeN/A
Net Assets54.19B
FWGIX vs VTWIX Comparison Chart
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FWGIX vs. VTWIX commentary
Apr 18, 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 VTWIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. VTWIX (54.2B). FWGIX (1.98) and VTWIX (1.94) have matching dividends . FWGIX was incepted earlier than VTWIX: FWGIX (8 years) vs VTWIX (17 years). FWGIX (0.41) is less costly to investors than VTWIX (0.07). FWGIX is a more actively managed with annual turnover of: 27.00 vs. VTWIX (3.00). FWGIX has a lower initial minimum investment than VTWIX: FWGIX (1000000) vs VTWIX (5000000). VTWIX annual gain was more profitable for investors over the last year : 6.13 vs. FWGIX (-0.56). VTWIX return over 5 years is better than : 66.55 vs. FWGIX (45.33).
| FWGIX | VTWIX | FWGIX / VTWIX | |
| Total Expense Ratio | 0.41 | 0.07 | 586% |
| Annual Report Gross Expense Ratio | 0.41 | 0.07 | 586% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -3.626 | -4.392 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 54.2B | 216% |
| Annual Yield % from dividends | 1.98 | 1.94 | 102% |
| Returns for 1 year | -0.56 | 6.13 | -9% |
| Returns for 3 years | 11.85 | 14.86 | 80% |
| Returns for 5 years | 45.33 | 66.55 | 68% |
| Returns for 10 years | N/A | 85.88 | - |