CWGIX
American Funds Capital World Growth and Income Fund Class A
1W: -1.4%
1M: -1.2%
3M: -1.1%
YTD: +11.9%
1Y: +7.2%
3Y: +64.7%
5Y: +51.1%
$81.40
+0.38 (+0.47%)
Weekly Expected Move ±1.4%
$79
$80
$81
$82
$83
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20 peers by holdings overlap (333 holdings)
PBAIX
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51.2%
Shared500 holdings
Total1,021
AUM$6.0B
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DFEOX
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ANWPX
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Shared138 holdings
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AIVSX
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Shared104 holdings
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DFQTX
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44.3%
Shared516 holdings
Total2,666
AUM$38.8B
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ABALX
American Balanced Fund A
43.7%
Shared102 holdings
Total166
AUM$284.2B
Price$39.88
ANCFX
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43.2%
Shared110 holdings
Total230
AUM$181.9B
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CAIBX
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41.1%
Shared140 holdings
Total281
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AGTHX
American Funds The Growth Fund of America Class A
40.6%
Shared113 holdings
Total298
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ANEFX
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39.0%
Shared79 holdings
Total162
AUM$52.0B
Price$86.75
AEPGX
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38.4%
Shared155 holdings
Total358
AUM$139.2B
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FFA
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37.9%
Shared64 holdings
Total62
AUM$444M
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RPBAX
T. Rowe Price Balanced Fund
37.8%
Shared147 holdings
Total462
AUM$5.2B
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ROGSX
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37.0%
Shared30 holdings
Total28
AUM$843M
Price$65.74
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
37.0%
Shared114 holdings
Total500
AUM$2.1B
Price$21.44
AWSHX
Washington Mutual Investors Fund A
36.9%
Shared83 holdings
Total191
AUM$148.7B
Price$66.22
AMCPX
AMCAP Fund A
36.1%
Shared70 holdings
Total133
AUM$93.0B
Price$45.42
BCAT
BlackRock Capital Allocation Trust
35.7%
Shared77 holdings
Total192
AUM$1.4B
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FNILX
Fidelity ZERO Large Cap Index Fund
35.4%
Shared122 holdings
Total502
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ERBAX
Eaton Vance RBA Equity Strategy Fd Cl A
35.4%
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CWGIX | $155.2B | 313 | 24.4% | 11.5 | 3.1 | 3.6 | 31.8% | 31.4% | 2.25% | +22.5% | +43.2% | 56.6 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| ANWPX | $169.9B | 269 | 26.7% | 10.6 | 3.5 | 4.1 | 41.3% | 38.8% | 1.63% | +24.1% | +37.7% | 59.5 | 6.3 |
| AIVSX | $179.4B | 162 | 41.3% | 11.8 | 3.4 | 3.8 | 33.0% | 32.5% | 1.51% | +19.7% | +45.7% | 57.1 | 6.5 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| ABALX | $284.2B | 166 | 18.7% | 7.9 | 4.7 | 6.4 | 86.4% | 81.0% | 1.79% | +26.7% | +48.4% | 58.8 | 6.7 |
| ANCFX | $181.9B | 230 | 33.4% | 8.1 | 4.9 | 6.7 | 89.0% | 82.5% | 1.70% | +27.1% | +48.9% | 57.7 | 6.4 |
| CAIBX | $122.0B | 281 | 22.4% | 12.2 | 2.4 | 2.8 | 22.2% | 22.8% | 3.47% | +15.5% | +33.5% | 53.9 | 6.2 |
| AGTHX | $362.5B | 298 | 35.5% | 9.1 | 4.2 | 5.4 | 62.5% | 59.6% | 0.89% | +29.3% | +41.4% | 57.6 | 6.3 |
| ANEFX | $52.0B | 162 | 34.9% | 8.1 | 4.9 | 6.8 | 91.2% | 84.4% | 0.96% | +42.4% | +68.3% | 65.5 | 6.6 |