Interact to see
Advertisement
Advertisement
CWGCX vs CWIFX
CWGCX vs CWIFX Comparison
Open Charts CWGCX vs CWIFX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
CWGCX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. CWIFX commentary
Feb 04, 2026
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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX (142B) and CWIFX (142B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWGCX: CWIFX (1.59) vs CWGCX (0.84). CWGCX was incepted earlier than CWIFX: CWGCX (25 years) vs CWIFX (23 years). CWGCX (1.49) is less costly to investors than CWIFX (0.86). CWGCX (27.00) and CWIFX (27.00) have comparable annual turnover. CWGCX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. CWGCX (15.29). CWIFX return over 5 years is better than : 34.32 vs. CWGCX (26.77).
| CWGCX | CWIFX | CWGCX / CWIFX | |
| Total Expense Ratio | 1.49 | 0.86 | 173% |
| Annual Report Gross Expense Ratio | 1.49 | 0.86 | 173% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 4.866 | 4.948 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 142B | 100% |
| Annual Yield % from dividends | 0.84 | 1.59 | 53% |
| Returns for 1 year | 15.29 | 16.37 | 93% |
| Returns for 3 years | 39.90 | 43.74 | 91% |
| Returns for 5 years | 26.77 | 34.32 | 78% |
| Returns for 10 years | 93.96 | 128.46 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KOKU | 122.81 | N/A | N/A |
| Xtrackers MSCI Kokusai Equity ETF | |||
| BLUX | 29.09 | -0.09 | -0.31% |
| BLUEMONTE DYNAMIC TOTAL MARKET ETF | |||
| COWZ | 62.27 | -0.22 | -0.36% |
| Pacer US Cash Cows 100 ETF | |||
| NNY | 8.45 | -0.09 | -1.05% |
| Nuveen New York Municipal Value Fund | |||
| BDCZ | 15.36 | -0.79 | -4.89% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||