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CWIAX vs VESGX
CWIAX vs VESGX Comparison
Open Charts CWIAX vs VESGX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Vanguard Global ESG Select Stk Admiral
Price$49.95
Change+$1.59 (+3.29%)
VolumeN/A
Net Assets1.46B
CWIAX vs VESGX Comparison Chart in %
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CWIAX vs. VESGX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. VESGX (1.47B). VESGX (1.52) and CWIAX (1.45) have matching dividends . CWIAX was incepted earlier than VESGX: CWIAX (24 years) vs VESGX (7 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 : 16.21 vs. VESGX (8.16). VESGX return over 5 years is better than : 47.58 vs. CWIAX (33.28).
| CWIAX | VESGX | CWIAX / VESGX | |
| Total Expense Ratio | 0.78 | 0.48 | 163% |
| Annual Report Gross Expense Ratio | 0.78 | 0.48 | 163% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.934 | 3.609 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.47B | 9,693% |
| Annual Yield % from dividends | 1.45 | 1.52 | 95% |
| Returns for 1 year | 16.21 | 8.16 | 199% |
| Returns for 3 years | 43.10 | 34.50 | 125% |
| Returns for 5 years | 33.28 | 47.58 | 70% |
| Returns for 10 years | 124.19 | N/A | - |
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