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FWGIX vs VTWIX
FWGIX vs VTWIX Comparison
Open Charts FWGIX vs VTWIX
American Funds Capital World Gr&Inc F3
Price$66.78
Change+$0.35 (+0.53%)
VolumeN/A
Net Assets127.42B
Vanguard Total World Stock Index I
Price$249.86
Change+$1.40 (+0.56%)
VolumeN/A
Net Assets56.67B
FWGIX vs VTWIX Comparison Chart
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FWGIX vs. VTWIX commentary
May 14, 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: 127B vs. VTWIX (56.7B). FWGIX (1.96) and VTWIX (1.92) 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 : 10.36 vs. FWGIX (4.87). VTWIX return over 5 years is better than : 80.85 vs. FWGIX (60.14).
| 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 | 5.557 | 3.697 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 56.7B | 224% |
| Annual Yield % from dividends | 1.96 | 1.92 | 102% |
| Returns for 1 year | 4.87 | 10.36 | 47% |
| Returns for 3 years | 32.20 | 36.03 | 89% |
| Returns for 5 years | 60.14 | 80.85 | 74% |
| Returns for 10 years | N/A | 96.88 | - |
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