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CWGCX vs CWIEX
CWGCX vs CWIEX Comparison
Open Charts CWGCX vs CWIEX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CWGCX vs CWIEX Comparison Chart
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CWGCX vs. CWIEX commentary
Jun 15, 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 CWGCX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX (131B) and CWIEX (131B) have equal amount of cash in the bank . CWIEX pays higher dividends than CWGCX: CWIEX (1.31) vs CWGCX (0.87). CWGCX was incepted earlier than CWIEX: CWGCX (24 years) vs CWIEX (23 years). CWGCX (1.49) is less costly to investors than CWIEX (1.00). CWGCX (27.00) and CWIEX (27.00) have comparable annual turnover. CWGCX (250) and CWIEX (250) have matching initial minimum investment requirements. CWIEX annual gain was more profitable for investors over the last year : 6.05 vs. CWGCX (5.50). CWIEX return over 5 years is better than : 54.48 vs. CWGCX (48.05).
| CWGCX | CWIEX | CWGCX / CWIEX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.00 | 149% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.682 | 8.904 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 131B | 100% |
| Annual Yield % from dividends | 0.87 | 1.31 | 67% |
| Returns for 1 year | 5.50 | 6.05 | 91% |
| Returns for 3 years | 41.27 | 44.36 | 93% |
| Returns for 5 years | 48.05 | 54.48 | 88% |
| Returns for 10 years | 48.20 | 69.54 | 69% |
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