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CWGFX American Funds Capital World Gr&Inc F1

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund CWGFX American Funds Capital World Gr&Inc F1 ACWV iShares Edge MSCI Min Vol Global ACIM SPDR® MSCI ACWI IMI ETF  
100% 86% 89%
Annual Fees
(0.81% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$38,954.78 $46,820.96 $46,122.32
Est. savings over 30 yrs +$7,866.18 +$7,167.54
As of 9/30/16
1 YR RETURN 10.94%
3 YR 5.30%
5 YR 11.50%
10 YR 5.32%
1 YR RETURN 16.54%
3 YR 9.56%
5 YR --
10 YR --
1 YR RETURN 13.25%
3 YR 6.11%
5 YR --
10 YR --
The investment seeks long-term growth of capital while providing current income. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances, the fund will invest a significant portion of its assets in securities of issuers domiciled outside the United States, including those based in developing countries.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI IMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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