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CWGFX vs NUGIX
CWGFX vs NUGIX Comparison
Open Charts CWGFX vs NUGIX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Nuveen Global Dividend Growth I
Price$37.85
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets17.33M
CWGFX vs NUGIX Comparison Chart in %
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CWGFX vs. NUGIX commentary
Dec 05, 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 StrongBuy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. NUGIX (17.3M). CWGFX pays higher dividends than NUGIX: CWGFX (1.31) vs NUGIX (1.25). 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 : 12.99 vs. NUGIX (2.04). CWGFX (41.19) and NUGIX (39.99) have equivalent 5 years return.
| 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 | 22.974 | 11.203 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 17.3M | 820,809% |
| Annual Yield % from dividends | 1.31 | 1.25 | 105% |
| Returns for 1 year | 12.99 | 2.04 | 636% |
| Returns for 3 years | 50.54 | 30.60 | 165% |
| Returns for 5 years | 41.19 | 39.99 | 103% |
| Returns for 10 years | 81.00 | 66.48 | 122% |
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