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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Nuveen Global Dividend Growth I
Price$37.61
Change+$0.30 (+0.80%)
VolumeN/A
Net Assets18.83M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Oct 18, 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 CWIAX is a Hold and NUGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. NUGIX (18.8M). CWIAX pays higher dividends than NUGIX: CWIAX (1.39) vs NUGIX (1.26). CWIAX was incepted earlier than NUGIX: CWIAX (24 years) vs NUGIX (13 years). NUGIX (1.58) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NUGIX (17.00). CWIAX has a lower initial minimum investment than NUGIX: CWIAX (250) vs NUGIX (100000). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. NUGIX (0.41). CWIAX return over 5 years is better than : 54.01 vs. NUGIX (46.29).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.58 | 49% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 19.974 | 10.498 | 190% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.8M | 750,000% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 10.77 | 0.41 | 2,654% |
| Returns for 3 years | 67.94 | 46.43 | 146% |
| Returns for 5 years | 54.01 | 46.29 | 117% |
| Returns for 10 years | 99.76 | 65.87 | 151% |
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