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CWIFX vs FTGFX
CWIFX vs FTGFX Comparison
Open Charts CWIFX vs FTGFX
American Funds Capital World Gr&Inc 529F
Price$72.47
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.57B
Templeton Growth R6
Price$30.80
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets9.13B
CWIFX vs FTGFX Comparison Chart in %
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CWIFX vs. FTGFX commentary
Aug 20, 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 CWIFX is a Buy and FTGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. FTGFX (9.13B). CWIFX pays higher dividends than FTGFX: CWIFX (1.60) vs FTGFX (1.03). CWIFX was incepted earlier than FTGFX: CWIFX (23 years) vs FTGFX (12 years). CWIFX (0.86) is less costly to investors than FTGFX (0.74). FTGFX is a more actively managed with annual turnover of: 43.43 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than FTGFX: CWIFX (250) vs FTGFX (1000000). FTGFX annual gain was more profitable for investors over the last year : 12.59 vs. CWIFX (11.30). FTGFX (53.72) and CWIFX (52.31) have equivalent 5 years return.
| CWIFX | FTGFX | CWIFX / FTGFX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.86 | 0.74 | 116% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.555 | 16.977 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.13B | 1,512% |
| Annual Yield % from dividends | 1.60 | 1.03 | 155% |
| Returns for 1 year | 11.30 | 12.59 | 90% |
| Returns for 3 years | 45.98 | 45.60 | 101% |
| Returns for 5 years | 52.31 | 53.72 | 97% |
| Returns for 10 years | 99.86 | 45.59 | 219% |
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