CWGIX Fund Comparisons

CWGIX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SPGM, ACWI, CRBN. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
CWGIX
Name
CAPITAL WORLD GROWTH & INCOME FUND
Type
Mutual Fund
Originator
Capital Group / American Funds
Asset class
equity
Net expense ratio
0.73%
AUM
$159.7B

Comparable Funds

FundQuant reviewed 2,867 active searchable funds, 675 ETFs, 2,186 mutual funds and returned 3 comparable funds for CWGIX.

  1. SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF (1940 Act ETF; SPDR / State Street; equity; Closest Fit; fit score 84)
  2. ACWI - iShares MSCI ACWI ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 85)
  3. CRBN - iShares MSCI ACWI Low Carbon Target ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 83)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/CWGIX/comps