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CFIPX vs CWIAX
CFIPX vs CWIAX Comparison
Open Charts CFIPX vs CWIAX
Franklin Global Equity A
Price$27.73
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets496.06M
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CFIPX vs CWIAX Comparison Chart in %
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CFIPX vs. CWIAX commentary
Aug 18, 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 CFIPX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. CFIPX (496M). CWIAX pays higher dividends than CFIPX: CWIAX (1.46) vs CFIPX (0.58). CFIPX was incepted earlier than CWIAX: CFIPX (34 years) vs CWIAX (24 years). CFIPX (1.27) is less costly to investors than CWIAX (0.78). CFIPX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). CFIPX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than CFIPX: CWIAX (250) vs CFIPX (1000). CFIPX annual gain was more profitable for investors over the last year : 16.40 vs. CWIAX (11.41). CFIPX return over 5 years is better than : 76.96 vs. CWIAX (51.32).
| CFIPX | CWIAX | CFIPX / CWIAX | |
| Total Expense Ratio | 1.27 | 0.78 | 163% |
| Annual Report Gross Expense Ratio | 1.27 | 0.78 | 163% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 13.787 | 15.485 | 89% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 137B | 0% |
| Annual Yield % from dividends | 0.58 | 1.46 | 40% |
| Returns for 1 year | 16.40 | 11.41 | 144% |
| Returns for 3 years | 51.52 | 42.58 | 121% |
| Returns for 5 years | 76.96 | 51.32 | 150% |
| Returns for 10 years | 115.16 | 85.94 | 134% |
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