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 56 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	CWGIX vs GWOAX
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	CWGIX vs GMGEX
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%	97.00B	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 72. There are 56 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	CWGIX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	CWGIX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	CWGIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	CWGIX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	CWGIX vs PGVFX

Top Performing CWGIX Alternatives (YTD)

CWGIX is at 13.02% YTD. There are 54 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	CWGIX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	CWGIX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	CWGIX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	CWGIX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	CWGIX vs EPSYX

Lowest Volatility Alternatives to CWGIX

CWGIX has 15.11% 1-year volatility. There are 150 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	CWGIX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	CWGIX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	CWGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	CWGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	CWGIX vs SVTAX

Lowest Drawdown Alternatives to CWGIX

CWGIX has a 1-year max drawdown of -10.52%. There are 122 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	CWGIX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	CWGIX vs MBXAX
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

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	79	8.24%	—	Jul 1975	CWGIX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	CWGIX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	CWGIX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	CWGIX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	51	9.58%	—	May 2009	CWGIX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	CWGIX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	3.99%	—	Mar 1973	CWGIX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	CWGIX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	CWGIX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	CWGIX vs AMCPX

Often Compared With CWGIX

Investors most often compare CWGIX with VTI, VXUS, VIGAX. These 20 comparison targets span 10 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	67	10.49%	2.30T	May 2001	CWGIX vs VTI
VXUS	Vanguard Total International Stock ETF	Global Equities	71	12.75%	651.00B	Jan 2011	CWGIX vs VXUS
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	18	3.80%	378.80B	Nov 2000	CWGIX vs VIGAX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	63	6.66%	—	May 2012	CWGIX vs BLPAX
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Equities	62	16.52%	—	Sep 2011	CWGIX vs FPADX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	42	19.55%	—	Sep 1987	CWGIX vs PRSCX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	19	4.39%	—	Dec 1973	CWGIX vs AGTHX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	Intermediate Core-Plus Bond	89	1.32%	—	Jul 2010	CWGIX vs LCTRX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	70	9.95%	44.89B	Jan 1998	CWGIX vs DIA
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	CWGIX vs VOO
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	76	18.16%	—	Dec 1984	CWGIX vs FOCPX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities, Low Volatility	59	8.08%	—	Dec 2013	CWGIX vs MVGIX
AQGIX	AQR Global Equity Fund	Global Equities	81	13.10%	—	Dec 2009	CWGIX vs AQGIX
BSGLX	Baillie Gifford Long Term Global Growth Fund Class...	Large Cap Growth Equities, Global Equities	—	—	—	—	CWGIX vs BSGLX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	CWGIX vs SPY
FGIAX	Nuveen Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	66	11.78%	—	Dec 2007	CWGIX vs FGIAX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	51	11.52%	—	May 2007	CWGIX vs CAEIX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	CWGIX vs MFWIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	CWGIX vs CSUAX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	CWGIX vs GCCHX

Compare CWGIX with Any Fund or Stock

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

Symbol name

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