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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Nationwide Global Sust Eq Instl Svc
Price$26.09
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets236.23M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Sep 08, 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: 138B vs. GGESX (236M). CWIEX pays higher dividends than GGESX: CWIEX (1.22) vs GGESX (0.98). 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 : 12.87 vs. GGESX (11.66). CWIEX return over 5 years is better than : 49.15 vs. GGESX (39.06).
| 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 | 15.997 | 18.210 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 236M | 58,475% |
| Annual Yield % from dividends | 1.22 | 0.98 | 125% |
| Returns for 1 year | 12.87 | 11.66 | 110% |
| Returns for 3 years | 54.44 | 40.68 | 134% |
| Returns for 5 years | 49.15 | 39.06 | 126% |
| Returns for 10 years | 94.28 | 89.08 | 106% |
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