Interact to see
Advertisement
Advertisement
CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Nuveen Global Dividend Growth I
Price$37.61
Change+$0.30 (+0.80%)
VolumeN/A
Net Assets18.83M
CWGFX vs NUGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. NUGIX commentary
Oct 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 CWGFX is a Hold and NUGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. NUGIX (18.8M). CWGFX pays higher dividends than NUGIX: CWGFX (1.35) vs NUGIX (1.26). CWGFX was incepted earlier than NUGIX: CWGFX (25 years) vs NUGIX (13 years). NUGIX (1.58) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). CWGFX has a lower initial minimum investment than NUGIX: CWGFX (250) vs NUGIX (100000). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. NUGIX (0.41). CWGFX return over 5 years is better than : 50.48 vs. NUGIX (46.29).
| CWGFX | NUGIX | CWGFX / NUGIX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.58 | 51% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 19.913 | 10.498 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.8M | 750,000% |
| Annual Yield % from dividends | 1.35 | 1.26 | 107% |
| Returns for 1 year | 10.73 | 0.41 | 2,646% |
| Returns for 3 years | 66.79 | 46.43 | 144% |
| Returns for 5 years | 50.48 | 46.29 | 109% |
| Returns for 10 years | 76.92 | 65.87 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement