Ad is loading...
CWIAX vs MGQAX
CWIAX vs MGQAX Comparison
Open Charts CWIAX vs MGQAX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
Morgan Stanley Inst Global Stars A
Price$16.14
Change-$0.53 (-3.18%)
VolumeN/A
Net Assets48.18M
CWIAX vs MGQAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. MGQAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. MGQAX (48.2M). 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 : 0.21 vs. MGQAX (-12.44). CWIAX return over 5 years is better than : 73.36 vs. MGQAX (37.02).
| 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 | 0.873 | 1.833 | 48% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 48.2M | 255,187% |
| Annual Yield % from dividends | 1.63 | 0.23 | 720% |
| Returns for 1 year | 0.21 | -12.44 | -2% |
| Returns for 3 years | 13.32 | -5.40 | -247% |
| Returns for 5 years | 73.36 | 37.02 | 198% |
| Returns for 10 years | 61.00 | 44.60 | 137% |
View a ticker or compare two or three
VS
VS
Ad is loading...