CGIAX vs. VTWAX

In the year-to-date period, CGIAX achieves a 16.91% return, which is significantly higher than VTWAX's 5.43% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CGIAX has a 0.93% expense ratio, which is higher than VTWAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CGIAX Sharpe Ratio is 0.87, which is comparable to the VTWAX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of CGIAX and VTWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CGIAX's dividend yield for the trailing twelve months is around 2.77%, more than VTWAX's 1.80% yield.

The maximum CGIAX drawdown since its inception was -35.79%, roughly equal to the maximum VTWAX drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for CGIAX and VTWAX.

The current volatility for American Funds International Growth and Income Fund (CGIAX) is 2.73%, while Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a volatility of 3.75%. This indicates that CGIAX experiences smaller price fluctuations and is considered to be less risky than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.