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CWICX vs NUGAX
CWICX vs NUGAX Comparison
Open Charts CWICX vs NUGAX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Nuveen Global Dividend Growth A
Price$35.54
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets18.69M
CWICX vs NUGAX Comparison Chart
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CWICX vs. NUGAX 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 NUGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. NUGAX (18.7M). NUGAX pays higher dividends than CWICX: NUGAX (1.07) vs CWICX (0.82). 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 : 5.51 vs. NUGAX (4.02). CWICX return over 5 years is better than : 50.44 vs. NUGAX (46.08).
| 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 | 8.650 | 3.345 | 259% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 18.7M | 700,535% |
| Annual Yield % from dividends | 0.82 | 1.07 | 76% |
| Returns for 1 year | 5.51 | 4.02 | 137% |
| Returns for 3 years | 42.05 | 31.32 | 134% |
| Returns for 5 years | 50.44 | 46.08 | 109% |
| Returns for 10 years | 60.69 | 46.01 | 132% |
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