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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Nuveen Global Dividend Growth I
Price$37.85
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets17.33M
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Dec 05, 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: 142B vs. NUGIX (17.3M). CWIAX pays higher dividends than NUGIX: CWIAX (1.35) vs NUGIX (1.25). 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 : 13.02 vs. NUGIX (2.04). CWIAX return over 5 years is better than : 44.50 vs. NUGIX (39.99).
| 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 | 23.026 | 11.203 | 206% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 17.3M | 820,809% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | 13.02 | 2.04 | 638% |
| Returns for 3 years | 51.59 | 30.60 | 169% |
| Returns for 5 years | 44.50 | 39.99 | 111% |
| Returns for 10 years | 104.34 | 66.48 | 157% |
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