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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
FI Instl Group Stock for Ret Plns
Price$20.42
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets351.84K
CWIAX vs QDISX Comparison Chart in %
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CWIAX vs. QDISX commentary
Oct 18, 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 Hold and QDISX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. QDISX (352K). CWIAX pays higher dividends than QDISX: CWIAX (1.39) vs QDISX (1.23). CWIAX was incepted earlier than QDISX: CWIAX (24 years) vs QDISX (6 years). CWIAX (0.78) is less costly to investors than QDISX (0.00). CWIAX is a more actively managed with annual turnover of: 27.00 vs. QDISX (9.00). QDISX has a lower initial minimum investment than CWIAX: QDISX (0) vs CWIAX (250). QDISX annual gain was more profitable for investors over the last year : 15.20 vs. CWIAX (10.88). QDISX return over 5 years is better than : 87.98 vs. CWIAX (54.18).
| CWIAX | QDISX | CWIAX / QDISX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 20.102 | 20.117 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 352K | 40,056,818% |
| Annual Yield % from dividends | 1.39 | 1.23 | 112% |
| Returns for 1 year | 10.88 | 15.20 | 72% |
| Returns for 3 years | 68.11 | 100.08 | 68% |
| Returns for 5 years | 54.18 | 87.98 | 62% |
| Returns for 10 years | 99.97 | N/A | - |
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