Interact to see
Advertisement
Advertisement
CWGFX vs CWIEX
CWGFX vs CWIEX Comparison
Open Charts CWGFX vs CWIEX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
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
CWGFX vs CWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX 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 CWGFX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX (131B) and CWIEX (131B) have equal amount of cash in the bank . CWGFX pays higher dividends than CWIEX: CWGFX (1.49) vs CWIEX (1.31). CWGFX was incepted earlier than CWIEX: CWGFX (24 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than CWGFX (0.80). CWGFX (27.00) and CWIEX (27.00) have comparable annual turnover. CWGFX (250) and CWIEX (250) have matching initial minimum investment requirements. CWGFX (6.27) and CWIEX (6.05) have marching annual gain over last year. CWIEX return over 5 years is better than : 54.48 vs. CWGFX (51.55).
| CWGFX | CWIEX | CWGFX / CWIEX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.990 | 8.904 | 101% |
| 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 | 1.49 | 1.31 | 114% |
| Returns for 1 year | 6.27 | 6.05 | 104% |
| Returns for 3 years | 43.82 | 44.36 | 99% |
| Returns for 5 years | 51.55 | 54.48 | 95% |
| Returns for 10 years | 51.77 | 69.54 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement