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FWGIX vs WGIFX
FWGIX vs WGIFX Comparison
Open Charts FWGIX vs WGIFX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
American Funds Capital World Gr&Inc F2
Price$62.03
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
FWGIX vs WGIFX Comparison Chart
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FWGIX vs. WGIFX commentary
Apr 25, 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 (119B) and WGIFX (118B) 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 : -1.12 vs. WGIFX (-1.22). FWGIX (48.45) and WGIFX (47.93) 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 | -3.136 | -3.182 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 118B | 101% |
| Annual Yield % from dividends | 1.98 | 1.87 | 106% |
| Returns for 1 year | -1.12 | -1.22 | 91% |
| Returns for 3 years | 15.72 | 15.42 | 102% |
| Returns for 5 years | 48.45 | 47.93 | 101% |
| Returns for 10 years | N/A | 32.94 | - |
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