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CWIFX vs FTGQX
CWIFX vs FTGQX Comparison
Open Charts CWIFX vs FTGQX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Templeton Growth C
Price$29.63
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets9.06B
CWIFX vs FTGQX Comparison Chart in %
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CWIFX vs. FTGQX commentary
Sep 09, 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 FTGQX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. FTGQX (9.06B). CWIFX pays higher dividends than FTGQX: CWIFX (1.57) vs FTGQX (0.74). CWIFX was incepted earlier than FTGQX: CWIFX (23 years) vs FTGQX (7 years). FTGQX (1.77) is less costly to investors than CWIFX (0.86). FTGQX is a more actively managed with annual turnover of: 43.43 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than FTGQX: CWIFX (250) vs FTGQX (1000). CWIFX annual gain was more profitable for investors over the last year : 15.74 vs. FTGQX (14.16). CWIFX return over 5 years is better than : 53.52 vs. FTGQX (47.09).
| CWIFX | FTGQX | CWIFX / FTGQX | |
| Total Expense Ratio | 0.86 | 1.77 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.77 | 49% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 16.830 | 16.562 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 9.06B | 1,523% |
| Annual Yield % from dividends | 1.57 | 0.74 | 211% |
| Returns for 1 year | 15.74 | 14.16 | 111% |
| Returns for 3 years | 51.54 | 46.76 | 110% |
| Returns for 5 years | 53.52 | 47.09 | 114% |
| Returns for 10 years | 103.39 | N/A | - |
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