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FWGIX vs WGIFX
FWGIX vs WGIFX Comparison
Open Charts FWGIX vs WGIFX
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
FWGIX vs WGIFX Comparison Chart
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FWGIX vs. WGIFX commentary
Apr 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX (123B) and WGIFX (123B) have equal amount of cash in the bank . FWGIX pays higher dividends than WGIFX: FWGIX (1.98) vs WGIFX (1.87). FWGIX was incepted earlier than WGIFX: FWGIX (8 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and WGIFX (27.00) have comparable annual turnover. WGIFX has a lower initial minimum investment than FWGIX: WGIFX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 0.60 vs. WGIFX (0.48). FWGIX (70.29) and WGIFX (69.67) have equivalent 5 years return.
| FWGIX | WGIFX | FWGIX / WGIFX | |
| Total Expense Ratio | 0.41 | 0.52 | 79% |
| Annual Report Gross Expense Ratio | 0.41 | 0.52 | 79% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 0.958 | 0.915 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.98 | 1.87 | 106% |
| Returns for 1 year | 0.60 | 0.48 | 126% |
| Returns for 3 years | 12.42 | 12.14 | 102% |
| Returns for 5 years | 70.29 | 69.67 | 101% |
| Returns for 10 years | N/A | 42.22 | - |