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CWIFX vs VHGEX
CWIFX vs VHGEX Comparison
Open Charts CWIFX vs VHGEX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Vanguard Global Equity I
Price$42.13
Change-$0.77 (-1.79%)
VolumeN/A
Net Assets7.87B
CWIFX vs VHGEX Comparison Chart in %
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CWIFX vs. VHGEX commentary
Nov 14, 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: 144B vs. VHGEX (7.87B). CWIFX pays higher dividends than VHGEX: CWIFX (1.49) vs VHGEX (1.01). 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 : 15.20 vs. VHGEX (13.18). CWIFX return over 5 years is better than : 52.22 vs. VHGEX (20.17).
| 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 | 23.579 | 20.709 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 7.87B | 1,829% |
| Annual Yield % from dividends | 1.49 | 1.01 | 148% |
| Returns for 1 year | 15.20 | 13.18 | 115% |
| Returns for 3 years | 57.77 | 41.19 | 140% |
| Returns for 5 years | 52.22 | 20.17 | 259% |
| Returns for 10 years | 113.80 | 82.88 | 137% |
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