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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
FI Instl Group Stock for Ret Plns
Price$20.19
Change-$0.24 (-1.17%)
VolumeN/A
Net Assets350.98K
CWIAX vs QDISX Comparison Chart in %
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CWIAX vs. QDISX commentary
Nov 20, 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: 140B vs. QDISX (351K). CWIAX pays higher dividends than QDISX: CWIAX (1.36) vs QDISX (1.21). 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 : 15.63 vs. CWIAX (12.13). QDISX return over 5 years is better than : 80.56 vs. CWIAX (44.59).
| 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 | 18.856 | 19.824 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 351K | 39,886,040% |
| Annual Yield % from dividends | 1.36 | 1.21 | 112% |
| Returns for 1 year | 12.13 | 15.63 | 78% |
| Returns for 3 years | 51.49 | 80.70 | 64% |
| Returns for 5 years | 44.59 | 80.56 | 55% |
| Returns for 10 years | 96.03 | N/A | - |
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