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CWIEX vs TGADX
CWIEX vs TGADX Comparison
Open Charts CWIEX vs TGADX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Templeton Growth Adv
Price$30.94
Change+$0.19 (+0.62%)
VolumeN/A
Net Assets9.06B
CWIEX vs TGADX Comparison Chart in %
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CWIEX vs. TGADX commentary
Sep 09, 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 TGADX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. TGADX (9.06B). CWIEX pays higher dividends than TGADX: CWIEX (1.22) vs TGADX (1.01). CWIEX was incepted earlier than TGADX: CWIEX (24 years) vs TGADX (29 years). CWIEX (1.00) is less costly to investors than TGADX (0.78). TGADX is a more actively managed with annual turnover of: 43.43 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TGADX: CWIEX (250) vs TGADX (100000). CWIEX (12.87) and TGADX (12.67) have marching annual gain over last year. TGADX return over 5 years is better than : 52.28 vs. CWIEX (49.15).
| CWIEX | TGADX | CWIEX / TGADX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.00 | 0.78 | 128% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 15.997 | 16.654 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.06B | 1,523% |
| Annual Yield % from dividends | 1.22 | 1.01 | 121% |
| Returns for 1 year | 12.87 | 12.67 | 102% |
| Returns for 3 years | 54.44 | 55.36 | 98% |
| Returns for 5 years | 49.15 | 52.28 | 94% |
| Returns for 10 years | 94.28 | 46.40 | 203% |
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