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CWIAX vs TWDAX
CWIAX vs TWDAX Comparison
Open Charts CWIAX vs TWDAX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Templeton World Adv
Price$18.99
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets2.83B
CWIAX vs TWDAX Comparison Chart in %
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CWIAX vs. TWDAX commentary
Jul 27, 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: 137B vs. TWDAX (2.83B). 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 (13.76) and TWDAX (13.39) have marching annual gain over last year. TWDAX return over 5 years is better than : 59.97 vs. CWIAX (55.06).
| 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 | 15.007 | 14.329 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.83B | 4,836% |
| Annual Yield % from dividends | 1.46 | 0.23 | 633% |
| Returns for 1 year | 13.76 | 13.39 | 103% |
| Returns for 3 years | 52.42 | 60.49 | 87% |
| Returns for 5 years | 55.06 | 59.97 | 92% |
| Returns for 10 years | 84.54 | 18.60 | 455% |
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