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CWIAX vs TWDAX
CWIAX vs TWDAX Comparison
Open Charts CWIAX vs TWDAX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Templeton World Adv
Price$17.55
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.65B
CWIAX vs TWDAX Comparison Chart
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CWIAX vs. TWDAX commentary
Jun 16, 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 TWDAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. TWDAX (2.65B). CWIAX pays higher dividends than TWDAX: CWIAX (1.52) vs TWDAX (0.25). CWIAX was incepted earlier than TWDAX: CWIAX (23 years) vs TWDAX (19 years). TWDAX (0.79) and CWIAX (0.78) have similar cost to investors . TWDAX is a more actively managed with annual turnover of: 52.04 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than TWDAX: CWIAX (250) vs TWDAX (100000). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. TWDAX (2.47). CWIAX return over 5 years is better than : 56.31 vs. TWDAX (51.42).
| CWIAX | TWDAX | CWIAX / TWDAX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.031 | 5.659 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.65B | 4,951% |
| Annual Yield % from dividends | 1.52 | 0.25 | 621% |
| Returns for 1 year | 6.31 | 2.47 | 255% |
| Returns for 3 years | 45.37 | 53.71 | 84% |
| Returns for 5 years | 56.31 | 51.42 | 109% |
| Returns for 10 years | 73.44 | 8.74 | 840% |
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