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CWGFX vs MRGSX
CWGFX vs MRGSX Comparison
Open Charts CWGFX vs MRGSX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
BlackRock Advantage Global R
Price$20.35
Change+$0.35 (+1.75%)
VolumeN/A
Net Assets422.97M
CWGFX vs MRGSX Comparison Chart
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CWGFX vs. MRGSX commentary
Apr 25, 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: 119B vs. MRGSX (423M). 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 : 1.40 vs. MRGSX (-6.87). CWGFX return over 5 years is better than : 50.88 vs. MRGSX (30.30).
| 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 | -0.389 | -4.306 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 423M | 28,132% |
| Annual Yield % from dividends | 1.59 | 1.09 | 146% |
| Returns for 1 year | 1.40 | -6.87 | -20% |
| Returns for 3 years | 18.43 | 10.63 | 173% |
| Returns for 5 years | 50.88 | 30.30 | 168% |
| Returns for 10 years | 35.68 | -5.93 | -601% |
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