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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$70.57
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
FI Instl Group Stock for Ret Plns
Price$18.62
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets320.3K
CWIAX vs QDISX Comparison Chart in %
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CWIAX vs. QDISX commentary
Jul 03, 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 StrongBuy and QDISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. QDISX (320K). CWIAX pays higher dividends than QDISX: CWIAX (1.46) vs QDISX (1.35). CWIAX was incepted earlier than QDISX: CWIAX (23 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 (10.23) and CWIAX (9.92) have marching annual gain over last year. QDISX return over 5 years is better than : 92.27 vs. CWIAX (55.84).
| CWIAX | QDISX | CWIAX / QDISX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 12.824 | 9.384 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 320K | 42,187,500% |
| Annual Yield % from dividends | 1.46 | 1.35 | 108% |
| Returns for 1 year | 9.92 | 10.23 | 97% |
| Returns for 3 years | 50.64 | 73.92 | 69% |
| Returns for 5 years | 55.84 | 92.27 | 61% |
| Returns for 10 years | 81.15 | N/A | - |
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