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CWGFX vs MRGSX
CWGFX vs MRGSX Comparison
Open Charts CWGFX vs MRGSX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
BlackRock Advantage Global R
Price$21.63
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets454.25M
CWGFX vs MRGSX Comparison Chart
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CWGFX vs. MRGSX commentary
May 24, 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: 128B vs. MRGSX (454M). CWGFX pays higher dividends than MRGSX: CWGFX (1.58) vs MRGSX (1.09). 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 : 3.41 vs. MRGSX (-4.18). CWGFX return over 5 years is better than : 54.27 vs. MRGSX (34.67).
| 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 | 5.877 | 3.445 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 454M | 28,194% |
| Annual Yield % from dividends | 1.58 | 1.09 | 144% |
| Returns for 1 year | 3.41 | -4.18 | -82% |
| Returns for 3 years | 29.97 | 24.75 | 121% |
| Returns for 5 years | 54.27 | 34.67 | 157% |
| Returns for 10 years | 44.04 | 0.40 | 10,954% |
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