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CWIAX vs MGQAX
CWIAX vs MGQAX Comparison
Open Charts CWIAX vs MGQAX
American Funds Capital World Gr&Inc 529A
Price$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Morgan Stanley Inst Global Stars A
Price$16.36
Change+$0.28 (+1.74%)
VolumeN/A
Net Assets45.14M
CWIAX vs MGQAX Comparison Chart
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CWIAX vs. MGQAX commentary
Apr 25, 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: 119B vs. MGQAX (45.1M). CWIAX pays higher dividends than MGQAX: CWIAX (1.63) vs MGQAX (0.23). CWIAX was incepted earlier than MGQAX: CWIAX (23 years) vs MGQAX (12 years). MGQAX (1.46) is less costly to investors than CWIAX (0.78). MGQAX is a more actively managed with annual turnover of: 34.00 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 : 1.43 vs. MGQAX (-14.28). CWIAX return over 5 years is better than : 55.61 vs. MGQAX (18.24).
| CWIAX | MGQAX | CWIAX / MGQAX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.46 | 53% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -0.364 | -1.772 | 21% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 45.1M | 263,858% |
| Annual Yield % from dividends | 1.63 | 0.23 | 720% |
| Returns for 1 year | 1.43 | -14.28 | -10% |
| Returns for 3 years | 20.48 | -3.46 | -593% |
| Returns for 5 years | 55.61 | 18.24 | 305% |
| Returns for 10 years | 55.06 | 34.95 | 158% |
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