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CWIEX vs FTGQX
CWIEX vs FTGQX Comparison
Open Charts CWIEX vs FTGQX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Templeton Growth C
Price$29.07
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets9.04B
CWIEX vs FTGQX Comparison Chart in %
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CWIEX vs. FTGQX commentary
Jul 07, 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: 136B vs. FTGQX (9.04B). CWIEX pays higher dividends than FTGQX: CWIEX (1.25) vs FTGQX (0.76). 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). FTGQX annual gain was more profitable for investors over the last year : 9.74 vs. CWIEX (9.06). CWIEX (55.06) and FTGQX (54.01) have equivalent 5 years return.
| 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 | 13.431 | 14.359 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 9.04B | 1,505% |
| Annual Yield % from dividends | 1.25 | 0.76 | 164% |
| Returns for 1 year | 9.06 | 9.74 | 93% |
| Returns for 3 years | 50.57 | 44.69 | 113% |
| Returns for 5 years | 55.06 | 54.01 | 102% |
| Returns for 10 years | 80.16 | N/A | - |