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CWGFX vs MRGSX
CWGFX vs MRGSX Comparison
Open Charts CWGFX vs MRGSX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
BlackRock Advantage Global R
Price$22.06
Change-$0.27 (-1.21%)
VolumeN/A
Net Assets456.03M
CWGFX vs MRGSX Comparison Chart
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CWGFX vs. MRGSX commentary
Jun 15, 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 MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MRGSX (456M). CWGFX pays higher dividends than MRGSX: CWGFX (1.49) vs MRGSX (1.04). CWGFX was incepted earlier than MRGSX: CWGFX (24 years) vs MRGSX (22 years). MRGSX (1.60) is less costly to investors than CWGFX (0.80). MRGSX is a more actively managed with annual turnover of: 152.00 vs. CWGFX (27.00). MRGSX has a lower initial minimum investment than CWGFX: MRGSX (100) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 6.27 vs. MRGSX (-3.92). CWGFX return over 5 years is better than : 51.55 vs. MRGSX (30.69).
| CWGFX | MRGSX | CWGFX / MRGSX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.60 | 50% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.990 | 5.550 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 456M | 28,728% |
| Annual Yield % from dividends | 1.49 | 1.04 | 143% |
| Returns for 1 year | 6.27 | -3.92 | -160% |
| Returns for 3 years | 43.82 | 35.05 | 125% |
| Returns for 5 years | 51.55 | 30.69 | 168% |
| Returns for 10 years | 51.77 | 3.80 | 1,363% |
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