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CWIEX vs TEGRX
CWIEX vs TEGRX Comparison
Open Charts CWIEX vs TEGRX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Templeton Growth R
Price$30.07
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets9.13B
CWIEX vs TEGRX Comparison Chart in %
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CWIEX vs. TEGRX commentary
Aug 18, 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 TEGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. TEGRX (9.13B). CWIEX pays higher dividends than TEGRX: CWIEX (1.25) vs TEGRX (0.89). CWIEX was incepted earlier than TEGRX: CWIEX (23 years) vs TEGRX (24 years). TEGRX (1.28) is less costly to investors than CWIEX (1.00). TEGRX is a more actively managed with annual turnover of: 43.43 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TEGRX: CWIEX (250) vs TEGRX (1000). TEGRX annual gain was more profitable for investors over the last year : 12.35 vs. CWIEX (11.15). TEGRX (50.97) and CWIEX (49.58) have equivalent 5 years return.
| CWIEX | TEGRX | CWIEX / TEGRX | |
| Total Expense Ratio | 1.00 | 1.28 | 78% |
| Annual Report Gross Expense Ratio | 1.00 | 1.28 | 78% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 15.312 | 16.686 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.13B | 1,501% |
| Annual Yield % from dividends | 1.25 | 0.89 | 140% |
| Returns for 1 year | 11.15 | 12.35 | 90% |
| Returns for 3 years | 41.58 | 40.93 | 102% |
| Returns for 5 years | 49.58 | 50.97 | 97% |
| Returns for 10 years | 81.77 | 34.72 | 236% |
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