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CWGFX vs MDGCX
CWGFX vs MDGCX Comparison
Open Charts CWGFX vs MDGCX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
BlackRock Advantage Global Investor A
Price$23.28
Change-$1.03 (-4.24%)
VolumeN/A
Net Assets447.43M
CWGFX vs MDGCX Comparison Chart
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CWGFX vs. MDGCX 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 CWGFX is a Buy and MDGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MDGCX (447M). CWGFX pays higher dividends than MDGCX: CWGFX (1.59) vs MDGCX (1.12). CWGFX was incepted earlier than MDGCX: CWGFX (24 years) vs MDGCX (31 years). MDGCX (1.26) is less costly to investors than CWGFX (0.80). MDGCX is a more actively managed with annual turnover of: 152.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MDGCX: CWGFX (250) vs MDGCX (1000). CWGFX annual gain was more profitable for investors over the last year : 0.19 vs. MDGCX (-4.06). CWGFX return over 5 years is better than : 68.06 vs. MDGCX (60.23).
| CWGFX | MDGCX | CWGFX / MDGCX | |
| Total Expense Ratio | 0.80 | 0.96 | 83% |
| Annual Report Gross Expense Ratio | 0.80 | 1.26 | 63% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 0.845 | -0.369 | -229% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 447M | 27,517% |
| Annual Yield % from dividends | 1.59 | 1.12 | 143% |
| Returns for 1 year | 0.19 | -4.06 | -5% |
| Returns for 3 years | 11.40 | 9.77 | 117% |
| Returns for 5 years | 68.06 | 60.23 | 113% |
| Returns for 10 years | 40.90 | 8.97 | 456% |
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