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CWGFX vs MRGSX
CWGFX vs MRGSX Comparison
Open Charts CWGFX vs MRGSX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
BlackRock Advantage Global R
Price$19.92
Change-$0.88 (-4.23%)
VolumeN/A
Net Assets447.43M
CWGFX vs MRGSX Comparison Chart
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CWGFX 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 CWGFX is a Buy and MRGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MRGSX (447M). CWGFX pays higher dividends than MRGSX: CWGFX (1.59) 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 : 0.19 vs. MRGSX (-6.13). CWGFX return over 5 years is better than : 68.06 vs. MRGSX (51.86).
| 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 | 0.845 | -0.478 | -177% |
| 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 | 1.59 | 1.09 | 146% |
| Returns for 1 year | 0.19 | -6.13 | -3% |
| Returns for 3 years | 11.40 | 6.84 | 167% |
| Returns for 5 years | 68.06 | 51.86 | 131% |
| Returns for 10 years | 40.90 | -1.12 | -3,658% |
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