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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Vanguard Global ESG Select Stk Admiral
Price$48.29
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.43B
CWIAX vs VESGX Comparison Chart in %
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CWIAX vs. VESGX 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 VESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. VESGX (1.43B). 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 : 9.32 vs. VESGX (8.31). VESGX return over 5 years is better than : 78.00 vs. CWIAX (56.88).
| 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 | 13.573 | 7.192 | 189% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.43B | 9,484% |
| Annual Yield % from dividends | 1.46 | 1.58 | 93% |
| Returns for 1 year | 9.32 | 8.31 | 112% |
| Returns for 3 years | 51.64 | 44.96 | 115% |
| Returns for 5 years | 56.88 | 78.00 | 73% |
| Returns for 10 years | 84.28 | N/A | - |
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