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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Nationwide Global Sust Eq Instl Svc
Price$25.52
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets230.69M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Aug 17, 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 GGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. GGESX (231M). CWIEX pays higher dividends than GGESX: CWIEX (1.25) vs GGESX (1.01). CWIEX was incepted earlier than GGESX: CWIEX (23 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 : 11.15 vs. GGESX (9.17). CWIEX return over 5 years is better than : 49.58 vs. GGESX (35.75).
| CWIEX | GGESX | CWIEX / GGESX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 15.312 | 15.627 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 231M | 59,307% |
| Annual Yield % from dividends | 1.25 | 1.01 | 123% |
| Returns for 1 year | 11.15 | 9.17 | 122% |
| Returns for 3 years | 41.58 | 24.93 | 167% |
| Returns for 5 years | 49.58 | 35.75 | 139% |
| Returns for 10 years | 81.77 | 73.77 | 111% |
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