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FWGIX vs VTWIX
FWGIX vs VTWIX Comparison
Open Charts FWGIX vs VTWIX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
Vanguard Total World Stock Index I
Price$265.10
Change+$1.60 (+0.61%)
VolumeN/A
Net Assets59.83B
FWGIX vs VTWIX Comparison Chart in %
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FWGIX vs. VTWIX commentary
Jul 04, 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: 135B vs. VTWIX (59.8B). FWGIX (1.77) and VTWIX (1.76) 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 : 13.48 vs. FWGIX (9.74). VTWIX return over 5 years is better than : 72.06 vs. FWGIX (54.88).
| 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 | 13.775 | 10.034 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 59.8B | 226% |
| Annual Yield % from dividends | 1.77 | 1.76 | 101% |
| Returns for 1 year | 9.74 | 13.48 | 72% |
| Returns for 3 years | 51.57 | 51.88 | 99% |
| Returns for 5 years | 54.88 | 72.06 | 76% |
| Returns for 10 years | N/A | 118.58 | - |
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