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CWIEX vs FTGQX
CWIEX vs FTGQX Comparison
Open Charts CWIEX vs FTGQX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Templeton Growth C
Price$29.63
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets9.06B
CWIEX vs FTGQX Comparison Chart in %
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CWIEX vs. FTGQX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. FTGQX (9.06B). CWIEX pays higher dividends than FTGQX: CWIEX (1.22) vs FTGQX (0.74). CWIEX was incepted earlier than FTGQX: CWIEX (24 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 : 15.31 vs. FTGQX (14.16). CWIEX return over 5 years is better than : 50.55 vs. FTGQX (47.09).
| CWIEX | FTGQX | CWIEX / FTGQX | |
| Total Expense Ratio | 1.00 | 1.77 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 1.77 | 56% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 16.523 | 16.562 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.06B | 1,523% |
| Annual Yield % from dividends | 1.22 | 0.74 | 164% |
| Returns for 1 year | 15.31 | 14.16 | 108% |
| Returns for 3 years | 49.81 | 46.76 | 107% |
| Returns for 5 years | 50.55 | 47.09 | 107% |
| Returns for 10 years | 95.02 | N/A | - |
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