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CWIAX vs MFQTX
CWIAX vs MFQTX Comparison
Open Charts CWIAX vs MFQTX
American Funds Capital World Gr&Inc 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AMG Veritas Global Focus I
Price$17.47
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets31.04M
CWIAX vs MFQTX Comparison Chart
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CWIAX vs. MFQTX commentary
May 12, 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 CWIAX is a Buy and MFQTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. MFQTX (31M). CWIAX pays higher dividends than MFQTX: CWIAX (1.61) vs MFQTX (0.50). CWIAX was incepted earlier than MFQTX: CWIAX (23 years) vs MFQTX (24 years). MFQTX (1.20) is less costly to investors than CWIAX (0.78). MFQTX is a more actively managed with annual turnover of: 42.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than MFQTX: CWIAX (250) vs MFQTX (100000). CWIAX annual gain was more profitable for investors over the last year : 2.18 vs. MFQTX (-1.03). CWIAX return over 5 years is better than : 55.52 vs. MFQTX (-42.96).
| CWIAX | MFQTX | CWIAX / MFQTX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 1.20 | 65% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.839 | 2.886 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 31M | 403,226% |
| Annual Yield % from dividends | 1.61 | 0.50 | 320% |
| Returns for 1 year | 2.18 | -1.03 | -211% |
| Returns for 3 years | 32.55 | 13.52 | 241% |
| Returns for 5 years | 55.52 | -42.96 | -129% |
| Returns for 10 years | 61.83 | -26.97 | -229% |