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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Total World Stock Index Admiral
Price$46.72
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets63.3B
CWGFX vs VTWAX Comparison Chart in %
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CWGFX vs. VTWAX commentary
Jul 27, 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 VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VTWAX (63.3B). VTWAX pays higher dividends than CWGFX: VTWAX (1.74) vs CWGFX (1.42). CWGFX was incepted earlier than VTWAX: CWGFX (24 years) vs VTWAX (6 years). CWGFX (0.80) is less costly to investors than VTWAX (0.09). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). CWGFX has a lower initial minimum investment than VTWAX: CWGFX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 17.84 vs. CWGFX (13.72). VTWAX return over 5 years is better than : 70.76 vs. CWGFX (50.98).
| CWGFX | VTWAX | CWGFX / VTWAX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 14.969 | 12.473 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 63.3B | 216% |
| Annual Yield % from dividends | 1.42 | 1.74 | 82% |
| Returns for 1 year | 13.72 | 17.84 | 77% |
| Returns for 3 years | 50.80 | 52.51 | 97% |
| Returns for 5 years | 50.98 | 70.76 | 72% |
| Returns for 10 years | 62.85 | N/A | - |