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CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Templeton World R6
Price$17.54
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.69B
CWICX vs FTWRX Comparison Chart
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CWICX vs. FTWRX commentary
Jun 15, 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 CWICX is a Buy and FTWRX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 132B vs. FTWRX (2.69B). CWICX pays higher dividends than FTWRX: CWICX (0.82) vs FTWRX (0.29). CWICX was incepted earlier than FTWRX: CWICX (23 years) vs FTWRX (12 years). CWICX (1.53) is less costly to investors than FTWRX (0.78). FTWRX is a more actively managed with annual turnover of: 52.04 vs. CWICX (27.00). CWICX has a lower initial minimum investment than FTWRX: CWICX (250) vs FTWRX (1000000). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. FTWRX (2.46). FTWRX (51.64) and CWICX (50.44) have equivalent 5 years return.
| CWICX | FTWRX | CWICX / FTWRX | |
| Total Expense Ratio | 1.53 | 0.75 | 204% |
| Annual Report Gross Expense Ratio | 1.53 | 0.78 | 196% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.650 | 5.663 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.69B | 4,905% |
| Annual Yield % from dividends | 0.82 | 0.29 | 280% |
| Returns for 1 year | 5.51 | 2.46 | 224% |
| Returns for 3 years | 42.05 | 53.87 | 78% |
| Returns for 5 years | 50.44 | 51.64 | 98% |
| Returns for 10 years | 60.69 | 8.90 | 682% |
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