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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
VY® Morgan Stanley Global Franchise R6
Price$16.38
Change-$0.25 (-1.50%)
VolumeN/A
Net Assets276.66M
CWIEX vs VPRDX Comparison Chart
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CWIEX vs. VPRDX commentary
Jun 16, 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 VPRDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. VPRDX (277M). CWIEX pays higher dividends than VPRDX: CWIEX (1.31) vs VPRDX (0.74). CWIEX was incepted earlier than VPRDX: CWIEX (23 years) vs VPRDX (9 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 : 6.05 vs. VPRDX (1.49). CWIEX return over 5 years is better than : 54.48 vs. VPRDX (1.26).
| CWIEX | VPRDX | CWIEX / VPRDX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.904 | 5.541 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 277M | 47,292% |
| Annual Yield % from dividends | 1.31 | 0.74 | 177% |
| Returns for 1 year | 6.05 | 1.49 | 405% |
| Returns for 3 years | 44.36 | 6.54 | 678% |
| Returns for 5 years | 54.48 | 1.26 | 4,312% |
| Returns for 10 years | 69.54 | N/A | - |
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