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CWIAX vs MGQAX
CWIAX vs MGQAX Comparison
Open Charts CWIAX vs MGQAX
American Funds Capital World Gr&Inc 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Morgan Stanley Inst Global Stars A
Price$17.66
Change-$0.17 (-0.95%)
VolumeN/A
Net Assets49.38M
CWIAX vs MGQAX Comparison Chart
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CWIAX vs. MGQAX commentary
May 23, 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 MGQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. MGQAX (49.4M). CWIAX pays higher dividends than MGQAX: CWIAX (1.61) vs MGQAX (0.22). CWIAX was incepted earlier than MGQAX: CWIAX (23 years) vs MGQAX (12 years). MGQAX (1.60) is less costly to investors than CWIAX (0.78). MGQAX is a more actively managed with annual turnover of: 73.00 vs. CWIAX (27.00). MGQAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than MGQAX: CWIAX (250) vs MGQAX (1000). CWIAX annual gain was more profitable for investors over the last year : 2.98 vs. MGQAX (-8.69). CWIAX return over 5 years is better than : 59.19 vs. MGQAX (28.47).
| CWIAX | MGQAX | CWIAX / MGQAX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.60 | 49% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 5.963 | 8.919 | 67% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 49.4M | 263,158% |
| Annual Yield % from dividends | 1.61 | 0.22 | 723% |
| Returns for 1 year | 2.98 | -8.69 | -34% |
| Returns for 3 years | 34.19 | 14.30 | 239% |
| Returns for 5 years | 59.19 | 28.47 | 208% |
| Returns for 10 years | 64.67 | 49.26 | 131% |
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