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
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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	CWGIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	CWGIX vs VTWAX

Best Risk-Adjusted Alternatives to CWGIX

CWGIX has a PortfoliosLab risk / return rank of 65. There are 58 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	94	—	Jun 2014	CWGIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	93	—	Dec 2005	CWGIX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	CWGIX vs JGYIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	91	—	Sep 1996	CWGIX vs FMIEX
PGVFX	Polaris Global Value Fund	90	—	May 1998	CWGIX vs PGVFX

Top Performing CWGIX Alternatives (YTD)

CWGIX is at 14.52% YTD. There are 39 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	34.74%	—	Nov 2016	CWGIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	26.27%	—	Jan 1987	CWGIX vs OBEGX
LVAGX	LSV Global Value Fund	23.68%	—	Jun 2014	CWGIX vs LVAGX
AGLOX	Ariel Global Fund	22.71%	—	Dec 2011	CWGIX vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	21.13%	—	—	CWGIX vs YFSNX

Lowest Volatility Alternatives to CWGIX

CWGIX has 14.71% 1-year volatility. There are 148 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.98%	2.00B	Dec 2013	CWGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.00%	2.00B	Dec 2013	CWGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.23%	—	Jul 2006	CWGIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.54%	—	Sep 1990	CWGIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.60%	—	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	80	9.50%	—	Jul 1975	CWGIX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.11%	—	Jan 1934	CWGIX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	41	7.82%	—	Jul 1952	CWGIX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	8.96%	—	Dec 1973	CWGIX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.72%	—	May 2009	CWGIX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	64	13.97%	—	Aug 1978	CWGIX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.73%	—	Mar 1973	CWGIX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	8.90%	—	Dec 1973	CWGIX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	57	6.80%	—	Dec 1973	CWGIX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	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	67	11.83%	2.30T	May 2001	CWGIX vs VTI
VXUS	Vanguard Total International Stock ETF	Global Equities	60	13.75%	652.30B	Jan 2011	CWGIX vs VXUS
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	22	7.21%	393.80B	Nov 2000	CWGIX vs VIGAX
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	75	22.30%	—	Sep 2011	CWGIX vs FPADX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	53	7.37%	—	May 2012	CWGIX vs BLPAX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	55	26.04%	—	Sep 1987	CWGIX vs PRSCX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	Intermediate Core-Plus Bond	95	2.06%	—	Jul 2010	CWGIX vs LCTRX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	23	8.79%	—	Dec 1973	CWGIX vs AGTHX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	57	10.23%	45.34B	Jan 1998	CWGIX vs DIA
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	88	26.40%	—	Dec 1984	CWGIX vs FOCPX
VOO	Vanguard S&P 500 ETF	S&P 500	68	11.31%	1.70T	Sep 2010	CWGIX vs VOO
BSGLX	Baillie Gifford Long Term Global Growth Fund Class...	Large Cap Growth Equities, Global Equities	—	—	—	—	CWGIX vs BSGLX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	28	4.59%	—	Dec 2013	CWGIX vs MVGIX
AQGIX	AQR Global Equity Fund	Global Equities	75	12.45%	—	Dec 2009	CWGIX vs AQGIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	11.30%	783.21B	Jan 1993	CWGIX vs SPY
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	58	13.59%	—	May 2007	CWGIX vs CAEIX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	69	13.52%	—	Dec 2007	CWGIX vs FGIAX
GCCHX	GMO Climate Change Fund	Global Equities	61	12.99%	—	Apr 2017	CWGIX vs GCCHX
AHITX	American Funds American High-Income Trust	High Yield Bonds	77	2.14%	—	Feb 1988	CWGIX vs AHITX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	87	16.34%	—	Aug 1994	CWGIX vs MDGCX

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