Interact to see
Advertisement
Advertisement
CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Vanguard Global Equity I
Price$38.62
Change-$4.10 (-9.60%)
VolumeN/A
Net Assets7.57B
CWIFX vs VHGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. VHGEX commentary
Feb 04, 2026
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 VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. VHGEX (7.57B). CWIFX pays higher dividends than VHGEX: CWIFX (1.59) vs VHGEX (1.00). CWIFX was incepted earlier than VHGEX: CWIFX (23 years) vs VHGEX (31 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 : 16.37 vs. VHGEX (4.83). CWIFX return over 5 years is better than : 34.32 vs. VHGEX (-0.82).
| 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 | 31 years | - |
| Gain YTD | 4.948 | 0.809 | 611% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.57B | 1,876% |
| Annual Yield % from dividends | 1.59 | 1.00 | 160% |
| Returns for 1 year | 16.37 | 4.83 | 339% |
| Returns for 3 years | 43.74 | 29.94 | 146% |
| Returns for 5 years | 34.32 | -0.82 | -4,161% |
| Returns for 10 years | 128.46 | 84.08 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WBELX | 12.48 | 0.29 | +2.38% |
| William Blair Emerging Mkts Ldrs I | |||
| RREAX | 29.85 | 0.15 | +0.51% |
| Russell Inv Global Real Estate Secs A | |||
| GSIKX | 24.25 | 0.05 | +0.21% |
| Goldman Sachs International Eq Inc Instl | |||
| NIQEX | 15.12 | -0.02 | -0.13% |
| Neuberger International Eq E | |||
| RNGBX | 62.24 | -1.00 | -1.58% |
| American Funds New Economy R2 | |||