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FTWRX vs WGIFX
FTWRX vs WGIFX Comparison
Open Charts FTWRX vs WGIFX
Templeton World R6
Price$17.54
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.69B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
FTWRX vs WGIFX Comparison Chart
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FTWRX vs. WGIFX commentary
Jun 15, 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: 132B vs. FTWRX (2.69B). WGIFX pays higher dividends than FTWRX: WGIFX (1.75) vs FTWRX (0.29). 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 : 6.58 vs. FTWRX (2.46). WGIFX (52.99) and FTWRX (51.64) have equivalent 5 years return.
| 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 | 5.663 | 9.129 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 132B | 2% |
| Annual Yield % from dividends | 0.29 | 1.75 | 17% |
| Returns for 1 year | 2.46 | 6.58 | 37% |
| Returns for 3 years | 53.87 | 44.89 | 120% |
| Returns for 5 years | 51.64 | 52.99 | 97% |
| Returns for 10 years | 8.90 | 53.21 | 17% |
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