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TWDAX vs WGIFX
TWDAX vs WGIFX Comparison
Open Charts TWDAX vs WGIFX
Templeton World Adv
Price$17.03
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets2.67B
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
TWDAX vs WGIFX Comparison Chart
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TWDAX vs. WGIFX commentary
Jan 19, 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 TWDAX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. TWDAX (2.67B). WGIFX pays higher dividends than TWDAX: WGIFX (1.90) vs TWDAX (0.76). TWDAX was incepted earlier than WGIFX: TWDAX (19 years) vs WGIFX (16 years). TWDAX is a more actively managed with annual turnover of: 47.28 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than TWDAX: WGIFX (250) vs TWDAX (100000). TWDAX annual gain was more profitable for investors over the last year : 14.74 vs. WGIFX (11.21). WGIFX (28.69) and TWDAX (27.70) have equivalent 5 years return.
| TWDAX | WGIFX | TWDAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 2.529 | 2.065 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 127B | 2% |
| Annual Yield % from dividends | 0.76 | 1.90 | 40% |
| Returns for 1 year | 14.74 | 11.21 | 131% |
| Returns for 3 years | 16.19 | 9.14 | 177% |
| Returns for 5 years | 27.70 | 28.69 | 97% |
| Returns for 10 years | 10.90 | 49.01 | 22% |
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