Ad is loading...
CWGCX vs MRGSX
CWGCX vs MRGSX Comparison
Open Charts CWGCX vs MRGSX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
BlackRock Advantage Global R
Price$19.92
Change-$0.88 (-4.23%)
VolumeN/A
Net Assets447.43M
CWGCX vs MRGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MRGSX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGCX is a Buy and MRGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. MRGSX (447M). MRGSX pays higher dividends than CWGCX: MRGSX (1.09) vs CWGCX (0.93). CWGCX was incepted earlier than MRGSX: CWGCX (24 years) vs MRGSX (22 years). MRGSX (1.60) is less costly to investors than CWGCX (1.49). MRGSX is a more actively managed with annual turnover of: 152.00 vs. CWGCX (27.00). MRGSX has a lower initial minimum investment than CWGCX: MRGSX (100) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. MRGSX (-6.13). CWGCX return over 5 years is better than : 64.18 vs. MRGSX (51.86).
| CWGCX | MRGSX | CWGCX / MRGSX | |
| Total Expense Ratio | 1.49 | 1.21 | 123% |
| Annual Report Gross Expense Ratio | 1.49 | 1.60 | 93% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 0.700 | -0.478 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 447M | 27,517% |
| Annual Yield % from dividends | 0.93 | 1.09 | 85% |
| Returns for 1 year | -0.53 | -6.13 | 9% |
| Returns for 3 years | 9.63 | 6.84 | 141% |
| Returns for 5 years | 64.18 | 51.86 | 124% |
| Returns for 10 years | 37.61 | -1.12 | -3,364% |
View a ticker or compare two or three
VS
VS
Ad is loading...