Interact to see
Advertisement
Advertisement
FWGIX vs WGIFX
FWGIX vs WGIFX Comparison
Open Charts FWGIX vs WGIFX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
FWGIX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX (137B) and WGIFX (137B) have equal amount of cash in the bank . FWGIX pays higher dividends than WGIFX: FWGIX (1.77) vs WGIFX (1.67). FWGIX was incepted earlier than WGIFX: FWGIX (9 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and WGIFX (27.00) have comparable annual turnover. WGIFX has a lower initial minimum investment than FWGIX: WGIFX (250) vs FWGIX (1000000). FWGIX (14.19) and WGIFX (14.04) have marching annual gain over last year. FWGIX (53.11) and WGIFX (52.50) have equivalent 5 years return.
| FWGIX | WGIFX | FWGIX / WGIFX | |
| Total Expense Ratio | 0.41 | 0.52 | 79% |
| Annual Report Gross Expense Ratio | 0.41 | 0.52 | 79% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.237 | 15.142 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 137B | 100% |
| Annual Yield % from dividends | 1.77 | 1.67 | 106% |
| Returns for 1 year | 14.19 | 14.04 | 101% |
| Returns for 3 years | 52.35 | 51.93 | 101% |
| Returns for 5 years | 53.11 | 52.50 | 101% |
| Returns for 10 years | N/A | 64.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement