CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
TWDAX
Price
$18.59
Change
+$0.11 (+0.60%)
Updated
Jul 3 closing price
Net Assets
2.79B
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CWIAX vs TWDAX

Header iconCWIAX vs TWDAX Comparison
Open Charts CWIAX vs TWDAXBanner chart's image
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.

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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.
CWIAXTWDAXCWIAX / TWDAX
Total Expense Ratio0.780.7999%
Annual Report Gross Expense Ratio0.780.7999%
Fund Existence23 years19 years-
Gain YTD13.57311.921114%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B2.79B4,880%
Annual Yield % from dividends1.460.23633%
Returns for 1 year9.326.87136%
Returns for 3 years51.6460.3286%
Returns for 5 years56.8858.9397%
Returns for 10 years84.2818.18464%
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