Interact to see
Advertisement
Advertisement
CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Vanguard Global ESG Select Stk Admiral
Price$48.42
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets1.49B
CWIAX vs VESGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VESGX 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 VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VESGX (1.49B). VESGX pays higher dividends than CWIAX: VESGX (1.58) vs CWIAX (1.46). CWIAX was incepted earlier than VESGX: CWIAX (23 years) vs VESGX (6 years). CWIAX (0.78) is less costly to investors than VESGX (0.48). VESGX is a more actively managed with annual turnover of: 33.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VESGX: CWIAX (250) vs VESGX (50000). CWIAX annual gain was more profitable for investors over the last year : 13.76 vs. VESGX (9.02). VESGX return over 5 years is better than : 72.08 vs. CWIAX (55.06).
| CWIAX | VESGX | CWIAX / VESGX | |
| Total Expense Ratio | 0.78 | 0.48 | 163% |
| Annual Report Gross Expense Ratio | 0.78 | 0.48 | 163% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 15.007 | 7.481 | 201% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.49B | 9,213% |
| Annual Yield % from dividends | 1.46 | 1.58 | 93% |
| Returns for 1 year | 13.76 | 9.02 | 153% |
| Returns for 3 years | 52.42 | 42.28 | 124% |
| Returns for 5 years | 55.06 | 72.08 | 76% |
| Returns for 10 years | 84.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement