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$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Vanguard Global Equity I
Price$42.48
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets7.87B
CWIFX vs VHGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. VHGEX commentary
Dec 04, 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 StrongBuy and VHGEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. VHGEX (7.87B). 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: 38.00 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 : 12.79 vs. VHGEX (10.16). CWIFX return over 5 years is better than : 45.56 vs. VHGEX (13.85).
| 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 | 22.203 | 19.049 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.87B | 1,804% |
| Annual Yield % from dividends | 1.48 | 1.02 | 145% |
| Returns for 1 year | 12.79 | 10.16 | 126% |
| Returns for 3 years | 51.07 | 36.28 | 141% |
| Returns for 5 years | 45.56 | 13.85 | 329% |
| Returns for 10 years | 106.66 | 75.60 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers