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CWIAX vs MGQIX
CWIAX vs MGQIX Comparison
Open Charts CWIAX vs MGQIX
American Funds Capital World Gr&Inc 529A
Price$66.79
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Morgan Stanley Inst Global Stars I
Price$17.78
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets48.77M
CWIAX vs MGQIX Comparison Chart
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CWIAX vs. MGQIX 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 MGQIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. MGQIX (48.8M). CWIAX pays higher dividends than MGQIX: CWIAX (1.61) vs MGQIX (0.50). CWIAX was incepted earlier than MGQIX: CWIAX (23 years) vs MGQIX (12 years). MGQIX (1.32) is less costly to investors than CWIAX (0.78). MGQIX is a more actively managed with annual turnover of: 73.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than MGQIX: CWIAX (250) vs MGQIX (1000000). CWIAX annual gain was more profitable for investors over the last year : 3.44 vs. MGQIX (-9.29). CWIAX return over 5 years is better than : 59.09 vs. MGQIX (29.24).
| CWIAX | MGQIX | CWIAX / MGQIX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 1.32 | 59% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 5.899 | 8.015 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 48.8M | 262,295% |
| Annual Yield % from dividends | 1.61 | 0.50 | 323% |
| Returns for 1 year | 3.44 | -9.29 | -37% |
| Returns for 3 years | 32.20 | 12.74 | 253% |
| Returns for 5 years | 59.09 | 29.24 | 202% |
| Returns for 10 years | 64.57 | 50.74 | 127% |
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