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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$19.29
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets2.84B
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
FTWRX vs WGIFX Comparison Chart in %
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FTWRX vs. WGIFX commentary
Sep 28, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. FTWRX (2.84B). WGIFX pays higher dividends than FTWRX: WGIFX (1.64) 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 : 9.69 vs. FTWRX (7.79). FTWRX return over 5 years is better than : 61.63 vs. WGIFX (56.59).
| 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 | 16.205 | 19.049 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 140B | 2% |
| Annual Yield % from dividends | 0.27 | 1.64 | 16% |
| Returns for 1 year | 7.79 | 9.69 | 80% |
| Returns for 3 years | 82.32 | 71.01 | 116% |
| Returns for 5 years | 61.63 | 56.59 | 109% |
| Returns for 10 years | 38.70 | 91.92 | 42% |
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