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CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Vanguard Global Equity I
Price$40.63
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.09B
CWIAX vs VHGEX Comparison Chart in %
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CWIAX vs. VHGEX commentary
Jul 27, 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 (8.09B). 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 : 15.95 vs. CWIAX (13.76). CWIAX return over 5 years is better than : 55.06 vs. VHGEX (26.30).
| 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 | 15.007 | 14.322 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.09B | 1,694% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 13.76 | 15.95 | 86% |
| Returns for 3 years | 52.42 | 35.66 | 147% |
| Returns for 5 years | 55.06 | 26.30 | 209% |
| Returns for 10 years | 84.54 | 65.21 | 130% |
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