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CWIFX vs TGADX
CWIFX vs TGADX Comparison
Open Charts CWIFX vs TGADX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Templeton Growth Adv
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets9.14B
CWIFX vs TGADX Comparison Chart in %
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CWIFX vs. TGADX 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 TGADX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. TGADX (9.14B). CWIFX pays higher dividends than TGADX: CWIFX (1.57) vs TGADX (1.01). CWIFX was incepted earlier than TGADX: CWIFX (23 years) vs TGADX (29 years). CWIFX (0.86) is less costly to investors than TGADX (0.78). TGADX is a more actively managed with annual turnover of: 43.43 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TGADX: CWIFX (250) vs TGADX (100000). TGADX annual gain was more profitable for investors over the last year : 11.12 vs. CWIFX (9.58). CWIFX (59.80) and TGADX (58.99) have equivalent 5 years return.
| CWIFX | TGADX | CWIFX / TGADX | |
| Total Expense Ratio | 0.86 | 0.78 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.78 | 110% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 18.989 | 18.209 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 9.14B | 1,532% |
| Annual Yield % from dividends | 1.57 | 1.01 | 156% |
| Returns for 1 year | 9.58 | 11.12 | 86% |
| Returns for 3 years | 71.60 | 68.84 | 104% |
| Returns for 5 years | 59.80 | 58.99 | 101% |
| Returns for 10 years | 118.55 | 58.61 | 202% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DDIV | 40.04 | 0.40 | +1.02% |
| First Trust Dorsey Wright Momt & Div ETF | |||
| CRED | 21.20 | N/A | N/A |
| Columbia Research Enhanced Rl Estt ETF | |||
| FMUB | 50.92 | -0.05 | -0.09% |
| Fidelity Municipal Bond Opports ETF | |||
| EOS | 23.68 | -0.18 | -0.75% |
| Eaton Vance Enhance Equity Income Fund II | |||
| ERC | 9.47 | -0.08 | -0.84% |
| Allspring Multi-Sector Income Fund | |||