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CWICX vs NUGAX
CWICX vs NUGAX Comparison
Open Charts CWICX vs NUGAX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Nuveen Global Dividend Growth A
Price$37.28
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets19.04M
CWICX vs NUGAX Comparison Chart in %
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CWICX vs. NUGAX commentary
Sep 28, 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 NUGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. NUGAX (19M). NUGAX pays higher dividends than CWICX: NUGAX (1.12) vs CWICX (0.77). CWICX was incepted earlier than NUGAX: CWICX (24 years) vs NUGAX (13 years). NUGAX (1.83) is less costly to investors than CWICX (1.53). CWICX is a more actively managed with annual turnover of: 27.00 vs. NUGAX (17.00). CWICX has a lower initial minimum investment than NUGAX: CWICX (250) vs NUGAX (2500). CWICX annual gain was more profitable for investors over the last year : 8.57 vs. NUGAX (-0.37). CWICX return over 5 years is better than : 52.58 vs. NUGAX (48.03).
| CWICX | NUGAX | CWICX / NUGAX | |
| Total Expense Ratio | 1.53 | 1.15 | 133% |
| Annual Report Gross Expense Ratio | 1.53 | 1.83 | 84% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 18.171 | 9.082 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 19M | 736,842% |
| Annual Yield % from dividends | 0.77 | 1.12 | 68% |
| Returns for 1 year | 8.57 | -0.37 | -2,307% |
| Returns for 3 years | 66.92 | 47.70 | 140% |
| Returns for 5 years | 52.58 | 48.03 | 109% |
| Returns for 10 years | 98.59 | 74.74 | 132% |
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