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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Vanguard Global ESG Select Stk Admiral
Price$47.02
Change-$0.81 (-1.69%)
VolumeN/A
Net Assets1.43B
CWIAX vs VESGX Comparison Chart
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CWIAX vs. VESGX 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 VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. VESGX (1.43B). VESGX pays higher dividends than CWIAX: VESGX (1.61) vs CWIAX (1.52). 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). VESGX annual gain was more profitable for investors over the last year : 6.70 vs. CWIAX (6.31). VESGX return over 5 years is better than : 76.83 vs. CWIAX (56.31).
| 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 | 9.031 | 4.373 | 207% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.43B | 9,135% |
| Annual Yield % from dividends | 1.52 | 1.61 | 95% |
| Returns for 1 year | 6.31 | 6.70 | 94% |
| Returns for 3 years | 45.37 | 44.09 | 103% |
| Returns for 5 years | 56.31 | 76.83 | 73% |
| Returns for 10 years | 73.44 | N/A | - |
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