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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Vanguard Global Equity I
Price$41.02
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets8.03B
CWIAX vs VHGEX Comparison Chart in %
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CWIAX vs. VHGEX commentary
Sep 08, 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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. VHGEX (8.03B). CWIAX pays higher dividends than VHGEX: CWIAX (1.43) vs VHGEX (1.06). CWIAX was incepted earlier than VHGEX: CWIAX (24 years) vs VHGEX (30 years). CWIAX (0.78) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VHGEX: CWIAX (250) vs VHGEX (3000). VHGEX (13.66) and CWIAX (13.15) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.93 vs. VHGEX (22.70).
| CWIAX | VHGEX | CWIAX / VHGEX | |
| Total Expense Ratio | 0.78 | 0.39 | 200% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 16.202 | 15.419 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 8.03B | 1,718% |
| Annual Yield % from dividends | 1.43 | 1.06 | 135% |
| Returns for 1 year | 13.15 | 13.66 | 96% |
| Returns for 3 years | 55.56 | 38.77 | 143% |
| Returns for 5 years | 50.93 | 22.70 | 224% |
| Returns for 10 years | 98.76 | 76.77 | 129% |
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