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CWIEX vs FTGQX
CWIEX vs FTGQX Comparison
Open Charts CWIEX vs FTGQX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Templeton Growth C
Price$29.57
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets9.13B
CWIEX vs FTGQX Comparison Chart in %
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CWIEX vs. FTGQX commentary
Aug 18, 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: 137B vs. FTGQX (9.13B). CWIEX pays higher dividends than FTGQX: CWIEX (1.25) vs FTGQX (0.75). 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 : 11.75 vs. CWIEX (11.15). CWIEX (49.58) and FTGQX (48.30) 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 | 15.312 | 16.326 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.13B | 1,501% |
| Annual Yield % from dividends | 1.25 | 0.75 | 166% |
| Returns for 1 year | 11.15 | 11.75 | 95% |
| Returns for 3 years | 41.58 | 38.95 | 107% |
| Returns for 5 years | 49.58 | 48.30 | 103% |
| Returns for 10 years | 81.77 | N/A | - |
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