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CWIAX vs TGADX
CWIAX vs TGADX Comparison
Open Charts CWIAX vs TGADX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Templeton Growth Adv
Price$30.94
Change+$0.19 (+0.62%)
VolumeN/A
Net Assets9.06B
CWIAX vs TGADX Comparison Chart in %
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CWIAX vs. TGADX commentary
Sep 09, 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 Buy and TGADX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. TGADX (9.06B). CWIAX pays higher dividends than TGADX: CWIAX (1.43) vs TGADX (1.01). CWIAX was incepted earlier than TGADX: CWIAX (24 years) vs TGADX (29 years). CWIAX (0.78) and TGADX (0.78) have similar cost to investors . TGADX is a more actively managed with annual turnover of: 43.43 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than TGADX: CWIAX (250) vs TGADX (100000). CWIAX (13.15) and TGADX (12.67) have marching annual gain over last year. TGADX (52.28) and CWIAX (50.93) have equivalent 5 years return.
| CWIAX | TGADX | CWIAX / TGADX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.78 | 0.78 | 100% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 16.202 | 16.654 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.06B | 1,523% |
| Annual Yield % from dividends | 1.43 | 1.01 | 142% |
| Returns for 1 year | 13.15 | 12.67 | 104% |
| Returns for 3 years | 55.56 | 55.36 | 100% |
| Returns for 5 years | 50.93 | 52.28 | 97% |
| Returns for 10 years | 98.76 | 46.40 | 213% |
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