CWGIX Alternatives & Similar Mutual Funds

American Funds Capital World Growth and Income Fund Class A (CWGIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CWGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CWGIX

CWGIX charges 0.75% annually. There are 55 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	CWGIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	CWGIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	CWGIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	CWGIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	CWGIX vs UCEQX

Best Risk-Adjusted Alternatives to CWGIX

CWGIX has a PortfoliosLab risk / return rank of 70. There are 53 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	CWGIX vs LVAGX
PGVFX	Polaris Global Value Fund	92	—	May 1998	CWGIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	91	—	Dec 2005	CWGIX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	CWGIX vs JGYIX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	CWGIX vs GMGEX

Top Performing CWGIX Alternatives (YTD)

CWGIX is at 15.73% YTD. There are 40 mutual funds in the Global Equities category with higher YTD returns, going as high as 41.95%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	41.95%	—	Nov 2016	CWGIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	29.71%	—	Jan 1987	CWGIX vs OBEGX
AGLOX	Ariel Global Fund	24.96%	—	Dec 2011	CWGIX vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	24.04%	—	—	CWGIX vs YFSNX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	23.79%	—	Oct 2018	CWGIX vs FIQOX

Lowest Volatility Alternatives to CWGIX

CWGIX has 14.53% 1-year volatility. There are 146 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.02%	2.00B	Dec 2013	CWGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.04%	2.00B	Dec 2013	CWGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.19%	—	Jul 2006	CWGIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.55%	—	Sep 1990	CWGIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.68%	—	Jan 2016	CWGIX vs SGMAX

Lowest Drawdown Alternatives to CWGIX

CWGIX has a 1-year max drawdown of -10.52%. There are 120 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	CWGIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	CWGIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	CWGIX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	CWGIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	CWGIX vs SVTAX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	83	9.77%	—	Jul 1975	CWGIX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	47	9.70%	—	Jan 1934	CWGIX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	5.96%	—	Jul 1952	CWGIX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	9.46%	—	Dec 1973	CWGIX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	43	12.66%	—	May 2009	CWGIX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	70	14.88%	—	Aug 1978	CWGIX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	27	6.61%	—	Mar 1973	CWGIX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	9.40%	—	Dec 1973	CWGIX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	46	5.48%	—	Dec 1973	CWGIX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	5.53%	—	Jan 1967	CWGIX vs AMCPX

Often Compared With CWGIX

Investors most often compare CWGIX with VTI, VXUS, VIGAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	10.35%	2.30T	May 2001	CWGIX vs VTI
VXUS	Vanguard Total International Stock ETF	Global Equities	67	16.04%	652.30B	Jan 2011	CWGIX vs VXUS
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	26	7.19%	393.80B	Nov 2000	CWGIX vs VIGAX
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	85	29.75%	—	Sep 2011	CWGIX vs FPADX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	56	7.34%	—	May 2012	CWGIX vs BLPAX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	87	42.10%	—	Sep 1987	CWGIX vs PRSCX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	Intermediate Core-Plus Bond	94	2.05%	—	Jul 2010	CWGIX vs LCTRX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	59	8.40%	45.15B	Jan 1998	CWGIX vs DIA
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	30	9.30%	—	Dec 1973	CWGIX vs AGTHX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	92	29.53%	—	Dec 1984	CWGIX vs FOCPX
VOO	Vanguard S&P 500 ETF	S&P 500	68	9.75%	1.70T	Sep 2010	CWGIX vs VOO
BSGLX	Baillie Gifford Long Term Global Growth Fund Class...	Large Cap Growth Equities, Global Equities	2	-11.43%	—	—	CWGIX vs BSGLX
AQGIX	AQR Global Equity Fund	Global Equities	76	12.94%	—	Dec 2009	CWGIX vs AQGIX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.72%	—	Dec 2013	CWGIX vs MVGIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	68	9.74%	765.27B	Jan 1993	CWGIX vs SPY
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	80	17.95%	—	May 2007	CWGIX vs CAEIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.18%	—	Sep 1996	CWGIX vs FMIEX
GCCHX	GMO Climate Change Fund	Global Equities	87	19.71%	—	Apr 2017	CWGIX vs GCCHX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	45	11.17%	—	Dec 2007	CWGIX vs FGIAX
AHITX	American Funds American High-Income Trust	High Yield Bonds	79	1.88%	—	Feb 1988	CWGIX vs AHITX

Compare CWGIX with Any Fund or Stock

Compare CWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CWGIX with funds that move differently

American Funds Capital World Growth and Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CWGIX.

Explore CWGIX Diversifiers

American Funds Capital World Growth and Income Fund Class A (CWGIX) Alternatives