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CWICX vs NUGAX
CWICX vs NUGAX Comparison
Open Charts CWICX vs NUGAX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Nuveen Global Dividend Growth A
Price$36.61
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets19.31M
CWICX vs NUGAX Comparison Chart in %
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CWICX vs. NUGAX commentary
Jul 08, 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: 136B vs. NUGAX (19.3M). NUGAX pays higher dividends than CWICX: NUGAX (1.14) vs CWICX (0.78). CWICX was incepted earlier than NUGAX: CWICX (23 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 : 8.49 vs. NUGAX (5.80). CWICX (50.99) and NUGAX (48.89) have equivalent 5 years return.
| CWICX | NUGAX | CWICX / NUGAX | |
| Total Expense Ratio | 1.53 | 1.15 | 133% |
| Annual Report Gross Expense Ratio | 1.53 | 1.83 | 84% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.135 | 7.121 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 19.3M | 704,663% |
| Annual Yield % from dividends | 0.78 | 1.14 | 68% |
| Returns for 1 year | 8.49 | 5.80 | 146% |
| Returns for 3 years | 48.18 | 33.75 | 143% |
| Returns for 5 years | 50.99 | 48.89 | 104% |
| Returns for 10 years | 70.73 | 56.40 | 125% |
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