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CWIFX vs GGESX
CWIFX vs GGESX Comparison
Open Charts CWIFX vs GGESX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Nationwide Global Sust Eq Instl Svc
Price$26.47
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets238.36M
CWIFX vs GGESX Comparison Chart in %
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CWIFX vs. GGESX commentary
Sep 28, 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 GGESX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. GGESX (238M). CWIFX pays higher dividends than GGESX: CWIFX (1.57) vs GGESX (0.98). 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 (9.58) and GGESX (9.22) have marching annual gain over last year. CWIFX return over 5 years is better than : 59.80 vs. GGESX (43.99).
| 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 | 18.989 | 19.932 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 238M | 58,824% |
| Annual Yield % from dividends | 1.57 | 0.98 | 161% |
| Returns for 1 year | 9.58 | 9.22 | 104% |
| Returns for 3 years | 71.60 | 55.02 | 130% |
| Returns for 5 years | 59.80 | 43.99 | 136% |
| Returns for 10 years | 118.55 | 103.85 | 114% |
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