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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Nuveen Global Dividend Growth I
Price$37.41
Change-$0.42 (-1.11%)
VolumeN/A
Net Assets17.17M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX 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 CWIAX is a StrongBuy and NUGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. NUGIX (17.2M). CWIAX pays higher dividends than NUGIX: CWIAX (1.36) 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 : 13.45 vs. NUGIX (3.30). CWIAX return over 5 years is better than : 48.31 vs. NUGIX (43.14).
| 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 | 21.188 | 11.145 | 190% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 17.2M | 837,209% |
| Annual Yield % from dividends | 1.36 | 1.26 | 108% |
| Returns for 1 year | 13.45 | 3.30 | 407% |
| Returns for 3 years | 55.06 | 34.70 | 159% |
| Returns for 5 years | 48.31 | 43.14 | 112% |
| Returns for 10 years | 103.54 | 69.75 | 148% |
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