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CWIEX vs VPRDX
CWIEX vs VPRDX Comparison
Open Charts CWIEX vs VPRDX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
VY® Morgan Stanley Global Franchise R6
Price$11.22
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets87.12M
CWIEX vs VPRDX Comparison Chart in %
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CWIEX vs. VPRDX commentary
Oct 21, 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 StrongBuy and VPRDX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. VPRDX (87.1M). CWIEX pays higher dividends than VPRDX: CWIEX (1.17) vs VPRDX (0.63). CWIEX was incepted earlier than VPRDX: CWIEX (24 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 : 10.48 vs. VPRDX (-29.31). CWIEX return over 5 years is better than : 52.18 vs. VPRDX (-32.79).
| 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 | 9 years | - |
| Gain YTD | 19.725 | -27.258 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 87.1M | 161,883% |
| Annual Yield % from dividends | 1.17 | 0.63 | 185% |
| Returns for 1 year | 10.48 | -29.31 | -36% |
| Returns for 3 years | 66.72 | -16.90 | -395% |
| Returns for 5 years | 52.18 | -32.79 | -159% |
| Returns for 10 years | 95.26 | N/A | - |