CWIEX
Price
$72.78
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
136.94B
VTWAX
Price
$47.53
Change
+$0.34 (+0.72%)
Updated
Sep 4 closing price
Net Assets
67.98B
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CWIEX vs VTWAX

Header iconCWIEX vs VTWAX Comparison
Open Charts CWIEX vs VTWAXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Vanguard Total World Stock Index Admiral
Price$47.53
Change+$0.34 (+0.72%)
VolumeN/A
Net Assets67.98B
CWIEX vs VTWAX Comparison Chart in %
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CWIEX vs. VTWAX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. VTWAX (68B). VTWAX pays higher dividends than CWIEX: VTWAX (1.68) vs CWIEX (1.22). CWIEX was incepted earlier than VTWAX: CWIEX (24 years) vs VTWAX (7 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 : 17.39 vs. CWIEX (12.87). VTWAX return over 5 years is better than : 65.62 vs. CWIEX (49.15).
CWIEXVTWAXCWIEX / VTWAX
Total Expense Ratio1.000.091,111%
Annual Report Gross Expense Ratio1.000.091,111%
Fund Existence24 years7 years-
Gain YTD15.99714.519110%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B68B201%
Annual Yield % from dividends1.221.6873%
Returns for 1 year12.8717.3974%
Returns for 3 years54.4457.3895%
Returns for 5 years49.1565.6275%
Returns for 10 years94.28N/A-
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