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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FI Instl Group Stock for Ret Plns
Price$17.97
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets305.98K
CWIAX vs QDISX Comparison Chart
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CWIAX vs. QDISX commentary
Jun 07, 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 QDISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. QDISX (306K). CWIAX pays higher dividends than QDISX: CWIAX (1.52) vs QDISX (1.43). CWIAX was incepted earlier than QDISX: CWIAX (23 years) vs QDISX (5 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 (6.63) and CWIAX (6.33) have marching annual gain over last year. QDISX return over 5 years is better than : 84.86 vs. CWIAX (50.23).
| CWIAX | QDISX | CWIAX / QDISX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.039 | 4.457 | 203% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 306K | 42,810,458% |
| Annual Yield % from dividends | 1.52 | 1.43 | 107% |
| Returns for 1 year | 6.33 | 6.63 | 95% |
| Returns for 3 years | 31.14 | 48.01 | 65% |
| Returns for 5 years | 50.23 | 84.86 | 59% |
| Returns for 10 years | 74.73 | N/A | - |
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