CGNG vs EPI
Comparison between CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF) and WISDOMTREE INDIA EARNINGS FUND (EPI, ETF).
CGNG vs EPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGNG
$2.10B
Winner
EPI
$2.20B
Expense Ratio
Winner
CGNG
0.64%
EPI
0.84%
Max Drawdown
Winner
CGNG
16.13%
EPI
66.21%
Sharpe Ratio
Winner
CGNG
1.83
EPI
-0.32
5Y Beta
CGNG
0.86
Winner
EPI
0.49
5Y Dividends CAGR
CGNG
N/A
EPI
-17.67%
CGNG vs EPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGNG
+7.91%
EPI
-0.89%
3M
Winner
CGNG
+4.89%
EPI
-8.00%
6M
Winner
CGNG
+14.25%
EPI
-8.83%
1Y
Winner
CGNG
+36.53%
EPI
-7.38%
5Y(CAGR)
CGNG
N/A
EPI
+7.22%
10Y(CAGR)
CGNG
N/A
EPI
+9.68%
Max(CAGR)
Winner
CGNG
+22.73%
EPI
+3.83%
CGNG vs EPI - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | CGNG | EPI |
|---|---|---|
| 2026 | +11.85% | -9.12% |
| 2025 | +29.31% | +1.05% |
| 2024 | -0.97% | +10.57% |
| 2023 | N/A | +24.88% |
| 2022 | N/A | -6.56% |
| 2021 | N/A | +25.55% |
| 2020 | N/A | +16.73% |
| 2019 | N/A | +2.44% |
| 2018 | N/A | -10.49% |
| 2017 | N/A | +37.91% |
| 2016 | N/A | +4.66% |
| 2015 | N/A | -10.04% |
| 2014 | N/A | +33.35% |
| 2013 | N/A | -11.93% |
| 2012 | N/A | +19.55% |
| 2011 | N/A | -41.06% |
| 2010 | N/A | +16.16% |
| 2009 | N/A | +84.83% |
| 2008 | N/A | -56.27% |
CGNG vs EPI Drawdown Comparison
The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The current CGNG drawdown is -0.03%. The current EPI drawdown is -16.05%.
| Rank | CGNG | EPI |
|---|---|---|
| #1 | -15.90% Oct 7, 2024 - May 12, 2025 | -66.21% Feb 26, 2008 - Sep 20, 2010 |
| #2 | -13.75% Feb 25, 2026 - May 5, 2026 | -52.59% Nov 5, 2010 - Oct 27, 2017 |
| #3 | -8.64% Jul 12, 2024 - Sep 19, 2024 | -50.29% Jan 24, 2018 - Dec 15, 2020 |
| #4 | -5.06% Oct 29, 2025 - Dec 24, 2025 | -21.89% Sep 27, 2024 - Mar 30, 2026 |
| #5 | -3.69% Oct 8, 2025 - Oct 20, 2025 | -20.37% Oct 18, 2021 - Sep 1, 2023 |
| #6 | -3.32% Jan 28, 2026 - Feb 9, 2026 | -9.54% Mar 11, 2021 - May 18, 2021 |
| #7 | -3.01% Jul 23, 2025 - Aug 12, 2025 | -7.46% Jun 3, 2024 - Jun 14, 2024 |
| #8 | -2.41% Jun 11, 2025 - Jun 24, 2025 | -6.62% Sep 11, 2023 - Nov 28, 2023 |
| #9 | -2.06% Jan 12, 2026 - Jan 23, 2026 | -6.59% Jan 14, 2021 - Feb 3, 2021 |
| #10 | -1.53% Feb 11, 2026 - Feb 20, 2026 | -5.79% Mar 7, 2024 - Apr 25, 2024 |
| #11 | -1.52% Aug 28, 2025 - Sep 5, 2025 | -5.54% Jul 16, 2024 - Sep 23, 2024 |
| #12 | -1.39% Aug 13, 2025 - Aug 22, 2025 | -5.05% Nov 6, 2017 - Dec 20, 2017 |
| #13 | -1.30% Oct 20, 2025 - Oct 27, 2025 | -4.32% Oct 13, 2010 - Nov 4, 2010 |
| #14 | -1.29% May 6, 2026 - May 7, 2026 | -4.17% Dec 18, 2020 - Dec 28, 2020 |
| #15 | -1.21% Sep 23, 2025 - Oct 1, 2025 | -3.94% May 2, 2024 - May 20, 2024 |
Correlation
Correlation between CGNG and EPI is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.38
-101
Dividend Comparison (2008 - 2025)
CGNG vs EPI dividend yield comparison.
| Year | CGNG | EPI |
|---|---|---|
| 2025 | 0.68% | 0.00% |
| 2024 | 0.27% | 0.27% |
| 2023 | 0.00% | 0.15% |
| 2022 | 0.00% | 6.01% |
| 2021 | 0.00% | 1.18% |
| 2020 | 0.00% | 0.78% |
| 2019 | 0.00% | 1.17% |
| 2018 | 0.00% | 1.18% |
| 2017 | 0.00% | 0.85% |
| 2016 | 0.00% | 1.05% |
| 2015 | 0.00% | 1.20% |
| 2014 | 0.00% | 1.02% |
| 2013 | 0.00% | 0.75% |
| 2012 | 0.00% | 0.84% |
| 2011 | 0.00% | 1.03% |
| 2010 | 0.00% | 0.54% |
| 2009 | 0.00% | 0.27% |
| 2008 | 0.00% | 0.80% |
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