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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Nationwide Schroders Global Eq Instl Svc
Price$24.93
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets239.8M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Dec 27, 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 Hold and GGESX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. GGESX (240M). CWIEX pays higher dividends than GGESX: CWIEX (1.14) vs GGESX (0.92). CWIEX was incepted earlier than GGESX: CWIEX (24 years) vs GGESX (13 years). GGESX (1.02) and CWIEX (1.00) have similar cost to investors . GGESX is a more actively managed with annual turnover of: 31.22 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than GGESX: CWIEX (250) vs GGESX (50000). CWIEX annual gain was more profitable for investors over the last year : 12.05 vs. GGESX (10.95). CWIEX return over 5 years is better than : 32.09 vs. GGESX (14.86).
| CWIEX | GGESX | CWIEX / GGESX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 14.072 | 12.954 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 240M | 59,167% |
| Annual Yield % from dividends | 1.14 | 0.92 | 124% |
| Returns for 1 year | 12.05 | 10.95 | 110% |
| Returns for 3 years | 44.98 | 40.61 | 111% |
| Returns for 5 years | 32.09 | 14.86 | 216% |
| Returns for 10 years | 91.14 | 79.34 | 115% |
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