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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$18.58
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.79B
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FTWRX vs WGIFX Comparison Chart in %
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FTWRX vs. WGIFX commentary
Jul 07, 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 FTWRX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. FTWRX (2.79B). WGIFX pays higher dividends than FTWRX: WGIFX (1.67) vs FTWRX (0.27). FTWRX was incepted earlier than WGIFX: FTWRX (12 years) vs WGIFX (17 years). FTWRX (0.78) is less costly to investors than WGIFX (0.52). FTWRX is a more actively managed with annual turnover of: 52.04 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than FTWRX: WGIFX (250) vs FTWRX (1000000). WGIFX annual gain was more profitable for investors over the last year : 9.60 vs. FTWRX (6.92). FTWRX return over 5 years is better than : 59.30 vs. WGIFX (54.28).
| FTWRX | WGIFX | FTWRX / WGIFX | |
| Total Expense Ratio | 0.75 | 0.52 | 144% |
| Annual Report Gross Expense Ratio | 0.78 | 0.52 | 150% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.928 | 13.694 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 136B | 2% |
| Annual Yield % from dividends | 0.27 | 1.67 | 16% |
| Returns for 1 year | 6.92 | 9.60 | 72% |
| Returns for 3 years | 60.49 | 51.13 | 118% |
| Returns for 5 years | 59.30 | 54.28 | 109% |
| Returns for 10 years | 18.37 | 64.28 | 29% |
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