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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Global Equity I
Price$40.80
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets7.88B
CWIAX vs VHGEX Comparison Chart in %
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CWIAX vs. VHGEX commentary
Aug 18, 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: 137B vs. VHGEX (7.88B). CWIAX pays higher dividends than VHGEX: CWIAX (1.46) vs VHGEX (1.09). 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 annual gain was more profitable for investors over the last year : 12.64 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. VHGEX (22.82).
| 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 | 15.485 | 14.800 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.88B | 1,740% |
| Annual Yield % from dividends | 1.46 | 1.09 | 135% |
| Returns for 1 year | 11.41 | 12.64 | 90% |
| Returns for 3 years | 42.58 | 24.16 | 176% |
| Returns for 5 years | 51.32 | 22.82 | 225% |
| Returns for 10 years | 85.94 | 66.17 | 130% |
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