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CWIEX vs MFQAX
CWIEX vs MFQAX Comparison
Open Charts CWIEX vs MFQAX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
AMG Veritas Global Focus N
Price$17.66
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets30.53M
CWIEX vs MFQAX Comparison Chart in %
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CWIEX vs. MFQAX commentary
Aug 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 CWIEX is a StrongBuy and MFQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. MFQAX (30.5M). CWIEX pays higher dividends than MFQAX: CWIEX (1.25) vs MFQAX (0.24). CWIEX was incepted earlier than MFQAX: CWIEX (23 years) vs MFQAX (19 years). MFQAX (1.45) is less costly to investors than CWIEX (1.00). MFQAX is a more actively managed with annual turnover of: 42.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than MFQAX: CWIEX (250) vs MFQAX (2000). CWIEX annual gain was more profitable for investors over the last year : 15.48 vs. MFQAX (0.13). CWIEX return over 5 years is better than : 47.92 vs. MFQAX (-50.38).
| CWIEX | MFQAX | CWIEX / MFQAX | |
| Total Expense Ratio | 1.00 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.45 | 69% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 13.048 | 3.353 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 30.5M | 439,344% |
| Annual Yield % from dividends | 1.25 | 0.24 | 517% |
| Returns for 1 year | 15.48 | 0.13 | 12,075% |
| Returns for 3 years | 43.24 | 7.95 | 544% |
| Returns for 5 years | 47.92 | -50.38 | -95% |
| Returns for 10 years | 77.00 | -27.85 | -276% |
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