Interact to see
Advertisement
Advertisement
CWGFX vs VTWAX
CWGFX vs VTWAX Comparison
Open Charts CWGFX vs VTWAX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Vanguard Total World Stock Index Admiral
Price$49.33
Change-$0.73 (-1.46%)
VolumeN/A
Net Assets73.54B
CWGFX vs VTWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VTWAX commentary
Nov 14, 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 VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. VTWAX (73.5B). VTWAX pays higher dividends than CWGFX: VTWAX (1.64) vs CWGFX (1.32). 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 : 17.57 vs. CWGFX (14.99). VTWAX return over 5 years is better than : 64.48 vs. CWGFX (47.60).
| 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 | 23.373 | 20.568 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 73.5B | 196% |
| Annual Yield % from dividends | 1.32 | 1.64 | 81% |
| Returns for 1 year | 14.99 | 17.57 | 85% |
| Returns for 3 years | 55.97 | 60.64 | 92% |
| Returns for 5 years | 47.60 | 64.48 | 74% |
| Returns for 10 years | 85.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement