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CWIFX vs GGESX
CWIFX vs GGESX Comparison
Open Charts CWIFX vs GGESX
American Funds Capital World Gr&Inc 529F
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Nationwide Schroders Global Eq Instl Svc
Price$24.93
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets239.8M
CWIFX vs GGESX Comparison Chart in %
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CWIFX vs. GGESX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. GGESX (240M). CWIFX pays higher dividends than GGESX: CWIFX (1.48) vs GGESX (0.92). 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 : 12.39 vs. GGESX (10.95). CWIFX return over 5 years is better than : 34.60 vs. GGESX (14.86).
| 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 | 14.415 | 12.954 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 240M | 59,167% |
| Annual Yield % from dividends | 1.48 | 0.92 | 161% |
| Returns for 1 year | 12.39 | 10.95 | 113% |
| Returns for 3 years | 46.56 | 40.61 | 115% |
| Returns for 5 years | 34.60 | 14.86 | 233% |
| Returns for 10 years | 99.15 | 79.34 | 125% |
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