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FWGIX vs VTWIX
FWGIX vs VTWIX Comparison
Open Charts FWGIX vs VTWIX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Total World Stock Index I
Price$269.34
Change+$0.57 (+0.21%)
VolumeN/A
Net Assets63.3B
FWGIX vs VTWIX Comparison Chart in %
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FWGIX vs. VTWIX commentary
Jul 27, 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 FWGIX is a Buy and VTWIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. VTWIX (63.3B). FWGIX (1.77) and VTWIX (1.76) have matching dividends . FWGIX was incepted earlier than VTWIX: FWGIX (9 years) vs VTWIX (17 years). FWGIX (0.41) is less costly to investors than VTWIX (0.07). FWGIX is a more actively managed with annual turnover of: 27.00 vs. VTWIX (3.00). FWGIX has a lower initial minimum investment than VTWIX: FWGIX (1000000) vs VTWIX (5000000). VTWIX annual gain was more profitable for investors over the last year : 17.86 vs. FWGIX (14.19). VTWIX return over 5 years is better than : 70.77 vs. FWGIX (53.11).
| FWGIX | VTWIX | FWGIX / VTWIX | |
| Total Expense Ratio | 0.41 | 0.07 | 586% |
| Annual Report Gross Expense Ratio | 0.41 | 0.07 | 586% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.237 | 12.472 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 63.3B | 216% |
| Annual Yield % from dividends | 1.77 | 1.76 | 101% |
| Returns for 1 year | 14.19 | 17.86 | 79% |
| Returns for 3 years | 52.35 | 52.54 | 100% |
| Returns for 5 years | 53.11 | 70.77 | 75% |
| Returns for 10 years | N/A | 122.78 | - |
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