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CWIFX vs FTGQX
CWIFX vs FTGQX Comparison
Open Charts CWIFX vs FTGQX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Templeton Growth C
Price$27.65
Change-$0.39 (-1.39%)
VolumeN/A
Net Assets8.63B
CWIFX vs FTGQX Comparison Chart
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CWIFX vs. FTGQX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. FTGQX (8.63B). CWIFX pays higher dividends than FTGQX: CWIFX (1.68) vs FTGQX (0.80). 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 : 6.46 vs. FTGQX (4.14). CWIFX return over 5 years is better than : 57.58 vs. FTGQX (47.55).
| 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 | 9.097 | 8.773 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 8.63B | 1,518% |
| Annual Yield % from dividends | 1.68 | 0.80 | 210% |
| Returns for 1 year | 6.46 | 4.14 | 156% |
| Returns for 3 years | 46.04 | 37.55 | 123% |
| Returns for 5 years | 57.58 | 47.55 | 121% |
| Returns for 10 years | 76.87 | N/A | - |
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