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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise R6
Price$10.40
Change-$0.92 (-8.13%)
VolumeN/A
Net Assets78.84M
CWIEX vs VPRDX Comparison Chart in %
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CWIEX vs. VPRDX commentary
Feb 05, 2026
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 VPRDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. VPRDX (78.8M). CWIEX pays higher dividends than VPRDX: CWIEX (1.24) vs VPRDX (0.66). CWIEX was incepted earlier than VPRDX: CWIEX (24 years) vs VPRDX (10 years). CWIEX (1.00) and VPRDX (0.99) have similar cost to investors . VPRDX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). VPRDX has a lower initial minimum investment than CWIEX: VPRDX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. VPRDX (-35.84). CWIEX return over 5 years is better than : 31.71 vs. VPRDX (-39.51).
| CWIEX | VPRDX | CWIEX / VPRDX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.913 | -5.540 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 78.8M | 180,203% |
| Annual Yield % from dividends | 1.24 | 0.66 | 187% |
| Returns for 1 year | 15.93 | -35.84 | -44% |
| Returns for 3 years | 42.06 | -32.03 | -131% |
| Returns for 5 years | 31.71 | -39.51 | -80% |
| Returns for 10 years | 119.07 | N/A | - |
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