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CWIAX vs TWDAX
CWIAX vs TWDAX Comparison
Open Charts CWIAX vs TWDAX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Templeton World Adv
Price$18.59
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.79B
CWIAX vs TWDAX Comparison Chart in %
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CWIAX vs. TWDAX commentary
Jul 07, 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: 136B vs. TWDAX (2.79B). CWIAX pays higher dividends than TWDAX: CWIAX (1.46) vs TWDAX (0.23). 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 : 9.32 vs. TWDAX (6.87). TWDAX (58.93) and CWIAX (56.88) have equivalent 5 years return.
| 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 | 13.573 | 11.921 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,880% |
| Annual Yield % from dividends | 1.46 | 0.23 | 633% |
| Returns for 1 year | 9.32 | 6.87 | 136% |
| Returns for 3 years | 51.64 | 60.32 | 86% |
| Returns for 5 years | 56.88 | 58.93 | 97% |
| Returns for 10 years | 84.28 | 18.18 | 464% |
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