Interact to see
Advertisement
Advertisement
CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Nuveen Global Dividend Growth I
Price$34.77
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets16.79M
CWIAX vs NUGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. NUGIX commentary
Dec 26, 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: 142B vs. NUGIX (16.8M). CWIAX pays higher dividends than NUGIX: CWIAX (1.35) vs NUGIX (1.25). 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 : 12.26 vs. NUGIX (0.70). CWIAX return over 5 years is better than : 33.62 vs. NUGIX (28.12).
| 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 | 14.302 | 2.154 | 664% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 16.8M | 845,238% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | 12.26 | 0.70 | 1,761% |
| Returns for 3 years | 45.97 | 25.30 | 182% |
| Returns for 5 years | 33.62 | 28.12 | 120% |
| Returns for 10 years | 95.47 | 54.43 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement