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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Nuveen Global Dividend Growth I
Price$34.71
Change-$2.60 (-6.97%)
VolumeN/A
Net Assets16.66M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Feb 04, 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 CWIAX is a Buy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. NUGIX (16.7M). NUGIX pays higher dividends than CWIAX: NUGIX (1.66) vs CWIAX (1.45). CWIAX was incepted earlier than NUGIX: CWIAX (24 years) vs NUGIX (14 years). NUGIX (1.66) 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 : 16.21 vs. NUGIX (0.16). CWIAX return over 5 years is better than : 33.28 vs. NUGIX (25.36).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.66 | 47% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.934 | 0.872 | 566% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 16.7M | 850,299% |
| Annual Yield % from dividends | 1.45 | 1.66 | 87% |
| Returns for 1 year | 16.21 | 0.16 | 10,053% |
| Returns for 3 years | 43.10 | 22.63 | 190% |
| Returns for 5 years | 33.28 | 25.36 | 131% |
| Returns for 10 years | 124.19 | 68.50 | 181% |
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