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FWGIX vs VTWIX
FWGIX vs VTWIX Comparison
Open Charts FWGIX vs VTWIX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Vanguard Total World Stock Index I
Price$255.10
Change-$3.16 (-1.22%)
VolumeN/A
Net Assets59.83B
FWGIX vs VTWIX Comparison Chart
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FWGIX vs. VTWIX commentary
Jun 16, 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: 131B vs. VTWIX (59.8B). FWGIX (1.85) and VTWIX (1.82) have matching dividends . FWGIX was incepted earlier than VTWIX: FWGIX (8 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 : 11.13 vs. FWGIX (6.71). VTWIX return over 5 years is better than : 70.65 vs. FWGIX (53.53).
| FWGIX | VTWIX | FWGIX / VTWIX | |
| Total Expense Ratio | 0.41 | 0.07 | 586% |
| Annual Report Gross Expense Ratio | 0.41 | 0.07 | 586% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.196 | 6.468 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 59.8B | 219% |
| Annual Yield % from dividends | 1.85 | 1.82 | 102% |
| Returns for 1 year | 6.71 | 11.13 | 60% |
| Returns for 3 years | 45.29 | 48.03 | 94% |
| Returns for 5 years | 53.53 | 70.65 | 76% |
| Returns for 10 years | N/A | 107.39 | - |
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