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CWIFX vs TEGRX
CWIFX vs TEGRX Comparison
Open Charts CWIFX vs TEGRX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Templeton Growth R
Price$30.07
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets9.13B
CWIFX vs TEGRX Comparison Chart in %
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CWIFX vs. TEGRX commentary
Aug 18, 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 TEGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. TEGRX (9.13B). CWIFX pays higher dividends than TEGRX: CWIFX (1.60) vs TEGRX (0.89). CWIFX was incepted earlier than TEGRX: CWIFX (23 years) vs TEGRX (24 years). TEGRX (1.28) is less costly to investors than CWIFX (0.86). TEGRX is a more actively managed with annual turnover of: 43.43 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TEGRX: CWIFX (250) vs TEGRX (1000). TEGRX annual gain was more profitable for investors over the last year : 12.35 vs. CWIFX (11.58). CWIFX (52.56) and TEGRX (50.97) have equivalent 5 years return.
| CWIFX | TEGRX | CWIFX / TEGRX | |
| Total Expense Ratio | 0.86 | 1.28 | 67% |
| Annual Report Gross Expense Ratio | 0.86 | 1.28 | 67% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 15.587 | 16.686 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.13B | 1,501% |
| Annual Yield % from dividends | 1.60 | 0.89 | 179% |
| Returns for 1 year | 11.58 | 12.35 | 94% |
| Returns for 3 years | 43.22 | 40.93 | 106% |
| Returns for 5 years | 52.56 | 50.97 | 103% |
| Returns for 10 years | 89.56 | 34.72 | 258% |
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