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CWIEX vs VTWAX
CWIEX vs VTWAX Comparison
Open Charts CWIEX vs VTWAX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Total World Stock Index Admiral
Price$46.72
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets63.3B
CWIEX vs VTWAX Comparison Chart in %
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CWIEX vs. VTWAX commentary
Jul 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 Buy and VTWAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VTWAX (63.3B). VTWAX pays higher dividends than CWIEX: VTWAX (1.74) vs CWIEX (1.25). CWIEX was incepted earlier than VTWAX: CWIEX (23 years) vs VTWAX (6 years). CWIEX (1.00) is less costly to investors than VTWAX (0.09). CWIEX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). CWIEX has a lower initial minimum investment than VTWAX: CWIEX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 17.84 vs. CWIEX (13.48). VTWAX return over 5 years is better than : 70.76 vs. CWIEX (53.28).
| CWIEX | VTWAX | CWIEX / VTWAX | |
| Total Expense Ratio | 1.00 | 0.09 | 1,111% |
| Annual Report Gross Expense Ratio | 1.00 | 0.09 | 1,111% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.849 | 12.473 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 63.3B | 216% |
| Annual Yield % from dividends | 1.25 | 1.74 | 72% |
| Returns for 1 year | 13.48 | 17.84 | 76% |
| Returns for 3 years | 51.35 | 52.51 | 98% |
| Returns for 5 years | 53.28 | 70.76 | 75% |
| Returns for 10 years | 80.39 | N/A | - |
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