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CWICX vs FTWRX
CWICX vs FTWRX Comparison
Open Charts CWICX vs FTWRX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Templeton World R6
Price$18.58
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.79B
CWICX vs FTWRX Comparison Chart in %
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CWICX vs. FTWRX 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 CWICX is a Buy and FTWRX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. FTWRX (2.79B). CWICX pays higher dividends than FTWRX: CWICX (0.78) vs FTWRX (0.27). 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 : 8.49 vs. FTWRX (6.92). FTWRX return over 5 years is better than : 59.30 vs. CWICX (50.99).
| 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 | 13.135 | 11.928 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,880% |
| Annual Yield % from dividends | 0.78 | 0.27 | 285% |
| Returns for 1 year | 8.49 | 6.92 | 123% |
| Returns for 3 years | 48.18 | 60.49 | 80% |
| Returns for 5 years | 50.99 | 59.30 | 86% |
| Returns for 10 years | 70.73 | 18.37 | 385% |
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