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CWIFX vs FTGQX
CWIFX vs FTGQX Comparison
Open Charts CWIFX vs FTGQX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Templeton Growth C
Price$29.07
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets9.04B
CWIFX vs FTGQX Comparison Chart in %
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CWIFX vs. FTGQX commentary
Jul 07, 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: 136B vs. FTGQX (9.04B). CWIFX pays higher dividends than FTGQX: CWIFX (1.60) vs FTGQX (0.76). 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). FTGQX (9.74) and CWIFX (9.49) have marching annual gain over last year. CWIFX return over 5 years is better than : 58.16 vs. FTGQX (54.01).
| 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 | 13.657 | 14.359 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 9.04B | 1,505% |
| Annual Yield % from dividends | 1.60 | 0.76 | 211% |
| Returns for 1 year | 9.49 | 9.74 | 97% |
| Returns for 3 years | 52.32 | 44.69 | 117% |
| Returns for 5 years | 58.16 | 54.01 | 108% |
| Returns for 10 years | 87.92 | N/A | - |
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