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CWIEX vs TGADX
CWIEX vs TGADX Comparison
Open Charts CWIEX vs TGADX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Templeton Growth Adv
Price$30.86
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets9.13B
CWIEX vs TGADX Comparison Chart in %
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CWIEX vs. TGADX 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 TGADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. TGADX (9.13B). CWIEX pays higher dividends than TGADX: CWIEX (1.25) vs TGADX (1.02). CWIEX was incepted earlier than TGADX: CWIEX (23 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). TGADX annual gain was more profitable for investors over the last year : 12.95 vs. CWIEX (11.15). TGADX return over 5 years is better than : 53.92 vs. CWIEX (49.58).
| CWIEX | TGADX | CWIEX / TGADX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.00 | 0.78 | 128% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 15.312 | 17.071 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.13B | 1,501% |
| Annual Yield % from dividends | 1.25 | 1.02 | 122% |
| Returns for 1 year | 11.15 | 12.95 | 86% |
| Returns for 3 years | 41.58 | 42.94 | 97% |
| Returns for 5 years | 49.58 | 53.92 | 92% |
| Returns for 10 years | 81.77 | 38.06 | 215% |
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