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CWIEX vs FTGFX
CWIEX vs FTGFX Comparison
Open Charts CWIEX vs FTGFX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.57B
Templeton Growth R6
Price$30.80
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets9.13B
CWIEX vs FTGFX Comparison Chart in %
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CWIEX vs. FTGFX commentary
Aug 20, 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 CWIEX is a Buy and FTGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. FTGFX (9.13B). CWIEX pays higher dividends than FTGFX: CWIEX (1.25) vs FTGFX (1.03). CWIEX was incepted earlier than FTGFX: CWIEX (23 years) vs FTGFX (12 years). CWIEX (1.00) is less costly to investors than FTGFX (0.74). FTGFX is a more actively managed with annual turnover of: 43.43 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than FTGFX: CWIEX (250) vs FTGFX (1000000). FTGFX annual gain was more profitable for investors over the last year : 12.59 vs. CWIEX (10.87). FTGFX return over 5 years is better than : 53.72 vs. CWIEX (49.32).
| CWIEX | FTGFX | CWIEX / FTGFX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.74 | 135% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.264 | 16.977 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.13B | 1,512% |
| Annual Yield % from dividends | 1.25 | 1.03 | 121% |
| Returns for 1 year | 10.87 | 12.59 | 86% |
| Returns for 3 years | 44.29 | 45.60 | 97% |
| Returns for 5 years | 49.32 | 53.72 | 92% |
| Returns for 10 years | 91.61 | 45.59 | 201% |
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