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CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Vanguard Global Equity I
Price$38.74
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets7.66B
CWIFX vs VHGEX Comparison Chart in %
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CWIFX vs. VHGEX 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. VHGEX (7.66B). CWIFX pays higher dividends than VHGEX: CWIFX (1.48) vs VHGEX (1.02). CWIFX was incepted earlier than VHGEX: CWIFX (23 years) vs VHGEX (30 years). CWIFX (0.86) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 36.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than VHGEX: CWIFX (250) vs VHGEX (3000). CWIFX annual gain was more profitable for investors over the last year : 12.48 vs. VHGEX (6.75). CWIFX return over 5 years is better than : 34.75 vs. VHGEX (4.86).
| CWIFX | VHGEX | CWIFX / VHGEX | |
| Total Expense Ratio | 0.86 | 0.39 | 221% |
| Annual Report Gross Expense Ratio | 0.86 | 0.39 | 221% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 14.543 | 9.004 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.66B | 1,854% |
| Annual Yield % from dividends | 1.48 | 1.02 | 145% |
| Returns for 1 year | 12.48 | 6.75 | 185% |
| Returns for 3 years | 46.67 | 47.17 | 99% |
| Returns for 5 years | 34.75 | 4.86 | 715% |
| Returns for 10 years | 98.10 | 64.59 | 152% |
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