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FWGIX vs WGIFX
FWGIX vs WGIFX Comparison
Open Charts FWGIX vs WGIFX
American Funds Capital World Gr&Inc F3
Price$70.85
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
American Funds Capital World Gr&Inc F2
Price$71.02
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
FWGIX vs WGIFX Comparison Chart in %
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FWGIX vs. WGIFX commentary
Jul 03, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX (135B) and WGIFX (135B) have equal amount of cash in the bank . FWGIX pays higher dividends than WGIFX: FWGIX (1.77) vs WGIFX (1.67). 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 (10.33) and WGIFX (10.21) have marching annual gain over last year. FWGIX (53.84) and WGIFX (53.27) 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 | 13.011 | 12.947 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 1.77 | 1.67 | 106% |
| Returns for 1 year | 10.33 | 10.21 | 101% |
| Returns for 3 years | 50.55 | 50.14 | 101% |
| Returns for 5 years | 53.84 | 53.27 | 101% |
| Returns for 10 years | N/A | 61.54 | - |
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