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CWIEX vs FTGQX
CWIEX vs FTGQX Comparison
Open Charts CWIEX vs FTGQX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Templeton Growth C
Price$27.65
Change-$0.39 (-1.39%)
VolumeN/A
Net Assets8.63B
CWIEX vs FTGQX Comparison Chart
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CWIEX vs. FTGQX commentary
Jun 16, 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 FTGQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. FTGQX (8.63B). CWIEX pays higher dividends than FTGQX: CWIEX (1.31) vs FTGQX (0.80). CWIEX was incepted earlier than FTGQX: CWIEX (23 years) vs FTGQX (7 years). FTGQX (1.77) is less costly to investors than CWIEX (1.00). FTGQX is a more actively managed with annual turnover of: 43.43 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than FTGQX: CWIEX (250) vs FTGQX (1000). CWIEX annual gain was more profitable for investors over the last year : 6.05 vs. FTGQX (4.14). CWIEX return over 5 years is better than : 54.48 vs. FTGQX (47.55).
| CWIEX | FTGQX | CWIEX / FTGQX | |
| Total Expense Ratio | 1.00 | 1.77 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 8.904 | 8.773 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 8.63B | 1,518% |
| Annual Yield % from dividends | 1.31 | 0.80 | 163% |
| Returns for 1 year | 6.05 | 4.14 | 146% |
| Returns for 3 years | 44.36 | 37.55 | 118% |
| Returns for 5 years | 54.48 | 47.55 | 115% |
| Returns for 10 years | 69.54 | N/A | - |
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