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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Vanguard Global Equity I
Price$39.89
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets7.66B
CWIAX vs VHGEX Comparison Chart in %
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CWIAX vs. VHGEX 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 VHGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. VHGEX (7.66B). CWIAX pays higher dividends than VHGEX: CWIAX (1.46) vs VHGEX (1.10). CWIAX was incepted earlier than VHGEX: CWIAX (23 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 annual gain was more profitable for investors over the last year : 11.39 vs. CWIAX (9.32). CWIAX return over 5 years is better than : 56.88 vs. VHGEX (28.68).
| CWIAX | VHGEX | CWIAX / VHGEX | |
| Total Expense Ratio | 0.78 | 0.39 | 200% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 13.573 | 12.240 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 7.66B | 1,775% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 9.32 | 11.39 | 82% |
| Returns for 3 years | 51.64 | 33.90 | 152% |
| Returns for 5 years | 56.88 | 28.68 | 198% |
| Returns for 10 years | 84.28 | 61.94 | 136% |
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