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CWIFX vs GGESX
CWIFX vs GGESX Comparison
Open Charts CWIFX vs GGESX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Nationwide Global Sust Eq Instl Svc
Price$26.60
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets237.64M
CWIFX vs GGESX Comparison Chart in %
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CWIFX vs. GGESX commentary
Oct 19, 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 Hold and GGESX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. GGESX (238M). CWIFX pays higher dividends than GGESX: CWIFX (1.53) vs GGESX (0.95). CWIFX was incepted earlier than GGESX: CWIFX (23 years) vs GGESX (13 years). GGESX (1.02) is less costly to investors than CWIFX (0.86). GGESX is a more actively managed with annual turnover of: 31.22 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than GGESX: CWIFX (250) vs GGESX (50000). CWIFX annual gain was more profitable for investors over the last year : 10.94 vs. GGESX (10.07). CWIFX return over 5 years is better than : 55.22 vs. GGESX (37.24).
| CWIFX | GGESX | CWIFX / GGESX | |
| Total Expense Ratio | 0.86 | 1.02 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 20.108 | 20.521 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 238M | 59,244% |
| Annual Yield % from dividends | 1.53 | 0.95 | 160% |
| Returns for 1 year | 10.94 | 10.07 | 109% |
| Returns for 3 years | 68.69 | 49.11 | 140% |
| Returns for 5 years | 55.22 | 37.24 | 148% |
| Returns for 10 years | 103.66 | 88.81 | 117% |
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