Interact to see
Advertisement
Advertisement
CWGFX vs QDISX
CWGFX vs QDISX Comparison
Open Charts CWGFX vs QDISX
American Funds Capital World Gr&Inc F1
Price$70.70
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
FI Instl Group Stock for Ret Plns
Price$18.62
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets320.3K
CWGFX vs QDISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. QDISX commentary
Jul 03, 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 StrongBuy and QDISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. QDISX (320K). CWGFX pays higher dividends than QDISX: CWGFX (1.42) vs QDISX (1.35). CWGFX was incepted earlier than QDISX: CWGFX (24 years) vs QDISX (6 years). CWGFX (0.80) is less costly to investors than QDISX (0.00). CWGFX is a more actively managed with annual turnover of: 27.00 vs. QDISX (9.00). QDISX has a lower initial minimum investment than CWGFX: QDISX (0) vs CWGFX (250). QDISX (10.23) and CWGFX (9.90) have marching annual gain over last year. QDISX return over 5 years is better than : 92.27 vs. CWGFX (51.71).
| CWGFX | QDISX | CWGFX / QDISX | |
| Total Expense Ratio | 0.80 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.80 | 0.00 | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 12.791 | 9.384 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 320K | 42,187,500% |
| Annual Yield % from dividends | 1.42 | 1.35 | 105% |
| Returns for 1 year | 9.90 | 10.23 | 97% |
| Returns for 3 years | 49.05 | 73.92 | 66% |
| Returns for 5 years | 51.71 | 92.27 | 56% |
| Returns for 10 years | 59.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement