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CWGFX vs QDISX
CWGFX vs QDISX Comparison
Open Charts CWGFX vs QDISX
American Funds Capital World Gr&Inc F1
Price$71.84
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
FI Instl Group Stock for Ret Plns
Price$19.14
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets330.01K
CWGFX vs QDISX Comparison Chart in %
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CWGFX vs. QDISX commentary
Jul 29, 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: 137B vs. QDISX (330K). 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 annual gain was more profitable for investors over the last year : 14.54 vs. CWGFX (12.76). QDISX return over 5 years is better than : 90.53 vs. CWGFX (48.58).
| 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 | 14.969 | 12.669 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 330K | 41,515,152% |
| Annual Yield % from dividends | 1.42 | 1.35 | 105% |
| Returns for 1 year | 12.76 | 14.54 | 88% |
| Returns for 3 years | 45.15 | 64.62 | 70% |
| Returns for 5 years | 48.58 | 90.53 | 54% |
| Returns for 10 years | 61.21 | N/A | - |