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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Vanguard Global Equity I
Price$42.16
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets7.77B
CWIEX vs VHGEX Comparison Chart in %
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CWIEX vs. VHGEX commentary
Oct 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 Hold and VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. VHGEX (7.77B). CWIEX pays higher dividends than VHGEX: CWIEX (1.17) vs VHGEX (1.03). CWIEX was incepted earlier than VHGEX: CWIEX (24 years) vs VHGEX (30 years). CWIEX (1.00) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than VHGEX: CWIEX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 12.94 vs. CWIEX (10.48). CWIEX return over 5 years is better than : 52.18 vs. VHGEX (23.53).
| CWIEX | VHGEX | CWIEX / VHGEX | |
| Total Expense Ratio | 1.00 | 0.39 | 256% |
| Annual Report Gross Expense Ratio | 1.00 | 0.39 | 256% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 19.725 | 18.627 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.77B | 1,815% |
| Annual Yield % from dividends | 1.17 | 1.03 | 114% |
| Returns for 1 year | 10.48 | 12.94 | 81% |
| Returns for 3 years | 66.72 | 52.93 | 126% |
| Returns for 5 years | 52.18 | 23.53 | 222% |
| Returns for 10 years | 95.26 | 78.16 | 122% |
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