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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Nationwide Global Sust Eq Instl Svc
Price$26.60
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets237.64M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. GGESX (238M). CWIEX pays higher dividends than GGESX: CWIEX (1.17) vs GGESX (0.95). 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 (10.48) and GGESX (10.07) have marching annual gain over last year. CWIEX return over 5 years is better than : 52.18 vs. GGESX (37.24).
| 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 | 19.725 | 20.521 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 238M | 59,244% |
| Annual Yield % from dividends | 1.17 | 0.95 | 123% |
| Returns for 1 year | 10.48 | 10.07 | 104% |
| Returns for 3 years | 66.72 | 49.11 | 136% |
| Returns for 5 years | 52.18 | 37.24 | 140% |
| Returns for 10 years | 95.26 | 88.81 | 107% |
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