Interact to see
Advertisement
Advertisement
CWGFX vs TWDAX
CWGFX vs TWDAX Comparison
Open Charts CWGFX vs TWDAX
American Funds Capital World Gr&Inc F1
Price$74.95
Change+$1.74 (+2.38%)
VolumeN/A
Net Assets148B
Templeton World Adv
Price$18.12
Change+$0.40 (+2.26%)
VolumeN/A
Net Assets2.81B
CWGFX vs TWDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TWDAX commentary
Feb 08, 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 CWGFX is a StrongBuy and TWDAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 148B vs. TWDAX (2.81B). CWGFX pays higher dividends than TWDAX: CWGFX (1.41) vs TWDAX (0.00). CWGFX was incepted earlier than TWDAX: CWGFX (25 years) vs TWDAX (20 years). CWGFX (0.80) and TWDAX (0.80) have similar cost to investors . TWDAX is a more actively managed with annual turnover of: 100.16 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TWDAX: CWGFX (250) vs TWDAX (100000). CWGFX annual gain was more profitable for investors over the last year : 14.08 vs. TWDAX (4.42). TWDAX (30.23) and CWGFX (29.95) have equivalent 5 years return.
| CWGFX | TWDAX | CWGFX / TWDAX | |
| Total Expense Ratio | 0.80 | 0.80 | 100% |
| Annual Report Gross Expense Ratio | 0.80 | 0.80 | 100% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 5.149 | 1.684 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.81B | 5,267% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 14.08 | 4.42 | 318% |
| Returns for 3 years | 43.43 | 43.49 | 100% |
| Returns for 5 years | 29.95 | 30.23 | 99% |
| Returns for 10 years | 104.70 | 55.29 | 189% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement