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CWIEX vs VHGEX
CWIEX vs VHGEX Comparison
Open Charts CWIEX vs VHGEX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Vanguard Global Equity I
Price$38.74
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets7.66B
CWIEX vs VHGEX Comparison Chart in %
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CWIEX vs. VHGEX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VHGEX (7.66B). CWIEX pays higher dividends than VHGEX: CWIEX (1.14) vs VHGEX (1.02). 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: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than VHGEX: CWIEX (250) vs VHGEX (3000). CWIEX annual gain was more profitable for investors over the last year : 12.16 vs. VHGEX (6.75). CWIEX return over 5 years is better than : 32.24 vs. VHGEX (4.86).
| 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 | 14.199 | 9.004 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.66B | 1,854% |
| Annual Yield % from dividends | 1.14 | 1.02 | 112% |
| Returns for 1 year | 12.16 | 6.75 | 180% |
| Returns for 3 years | 45.09 | 47.17 | 96% |
| Returns for 5 years | 32.24 | 4.86 | 664% |
| Returns for 10 years | 90.09 | 64.59 | 139% |
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