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CWIEX vs GGESX
CWIEX vs GGESX Comparison
Open Charts CWIEX vs GGESX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Nationwide Global Sust Eq Instl Svc
Price$26.47
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets238.36M
CWIEX vs GGESX Comparison Chart in %
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CWIEX vs. GGESX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. GGESX (238M). 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). GGESX (9.22) and CWIEX (9.15) have marching annual gain over last year. CWIEX return over 5 years is better than : 56.65 vs. GGESX (43.99).
| 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 | 18.639 | 19.932 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 238M | 58,824% |
| Annual Yield % from dividends | 1.22 | 0.98 | 125% |
| Returns for 1 year | 9.15 | 9.22 | 99% |
| Returns for 3 years | 69.61 | 55.02 | 127% |
| Returns for 5 years | 56.65 | 43.99 | 129% |
| Returns for 10 years | 109.57 | 103.85 | 106% |
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