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CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Vanguard Total World Stock Index Admiral
Price$48.43
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets67.98B
CWGFX vs VTWAX Comparison Chart in %
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CWGFX vs. VTWAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. VTWAX (68B). VTWAX pays higher dividends than CWGFX: VTWAX (1.68) vs CWGFX (1.39). CWGFX was incepted earlier than VTWAX: CWGFX (25 years) vs VTWAX (7 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 : 14.39 vs. CWGFX (9.37). VTWAX return over 5 years is better than : 74.60 vs. CWGFX (54.88).
| CWGFX | VTWAX | CWGFX / VTWAX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 18.797 | 16.642 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 68B | 206% |
| Annual Yield % from dividends | 1.39 | 1.68 | 83% |
| Returns for 1 year | 9.37 | 14.39 | 65% |
| Returns for 3 years | 69.62 | 73.27 | 95% |
| Returns for 5 years | 54.88 | 74.60 | 74% |
| Returns for 10 years | 89.86 | N/A | - |
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