CSUAX vs. CWGIX
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
CSUAX vs. CWGIX - Performance Comparison
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CSUAX vs. CWGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -4.19% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
Returns By Period
In the year-to-date period, CSUAX achieves a 8.35% return, which is significantly higher than CWGIX's -4.19% return. Over the past 10 years, CSUAX has underperformed CWGIX with an annualized return of 7.48%, while CWGIX has yielded a comparatively higher 10.27% annualized return.
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
CWGIX
- 1D
- -0.47%
- 1M
- -9.84%
- YTD
- -4.19%
- 6M
- -0.07%
- 1Y
- 19.60%
- 3Y*
- 15.56%
- 5Y*
- 8.31%
- 10Y*
- 10.27%
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CSUAX vs. CWGIX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than CWGIX's 0.75% expense ratio.
Return for Risk
CSUAX vs. CWGIX — Risk / Return Rank
CSUAX
CWGIX
CSUAX vs. CWGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and American Funds Capital World Growth and Income Fund Class A (CWGIX). 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.
| CSUAX | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.23 | +0.40 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.78 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.57 | +0.79 |
Martin ratioReturn relative to average drawdown | 10.32 | 6.75 | +3.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSUAX | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.23 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.56 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.65 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.65 | -0.10 |
Correlation
The correlation between CSUAX and CWGIX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSUAX vs. CWGIX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.46%, less than CWGIX's 11.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 11.03% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
CSUAX vs. CWGIX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, roughly equal to the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for CSUAX and CWGIX.
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Drawdown Indicators
| CSUAX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -54.47% | +2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -11.08% | +3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -27.18% | +6.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -32.00% | -3.05% |
Current DrawdownCurrent decline from peak | -4.38% | -10.52% | +6.14% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -7.16% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.58% | -0.75% |
Volatility
CSUAX vs. CWGIX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 3.26%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 5.20%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.20% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 10.06% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 15.77% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 14.98% | -2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 15.94% | -1.05% |