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CWGFX vs QDISX
CWGFX vs QDISX Comparison
Open Charts CWGFX vs QDISX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FI Instl Group Stock for Ret Plns
Price$17.97
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets305.98K
CWGFX vs QDISX Comparison Chart
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CWGFX vs. QDISX commentary
Jun 07, 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 QDISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. QDISX (306K). CWGFX (1.49) and QDISX (1.43) have matching dividends . CWGFX was incepted earlier than QDISX: CWGFX (24 years) vs QDISX (5 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 (6.63) and CWGFX (6.31) have marching annual gain over last year. QDISX return over 5 years is better than : 84.86 vs. CWGFX (45.68).
| CWGFX | QDISX | CWGFX / QDISX | |
| Total Expense Ratio | 0.80 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.80 | 0.00 | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.010 | 4.457 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 306K | 42,810,458% |
| Annual Yield % from dividends | 1.49 | 1.43 | 104% |
| Returns for 1 year | 6.31 | 6.63 | 95% |
| Returns for 3 years | 28.90 | 48.01 | 60% |
| Returns for 5 years | 45.68 | 84.86 | 54% |
| Returns for 10 years | 52.89 | N/A | - |
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