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CWIEX vs MFQAX
CWIEX vs MFQAX Comparison
Open Charts CWIEX vs MFQAX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
AMG Veritas Global Focus N
Price$18.24
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets31.42M
CWIEX vs MFQAX Comparison Chart in %
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CWIEX vs. MFQAX commentary
Aug 29, 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: 137B vs. MFQAX (31.4M). CWIEX pays higher dividends than MFQAX: CWIEX (1.25) vs MFQAX (0.24). CWIEX was incepted earlier than MFQAX: CWIEX (24 years) vs MFQAX (20 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 : 10.35 vs. MFQAX (-1.60). CWIEX return over 5 years is better than : 46.23 vs. MFQAX (-50.71).
| CWIEX | MFQAX | CWIEX / MFQAX | |
| Total Expense Ratio | 1.00 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.45 | 69% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 15.933 | 7.000 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 31.4M | 436,306% |
| Annual Yield % from dividends | 1.25 | 0.24 | 517% |
| Returns for 1 year | 10.35 | -1.60 | -648% |
| Returns for 3 years | 49.90 | 17.82 | 280% |
| Returns for 5 years | 46.23 | -50.71 | -91% |
| Returns for 10 years | 93.20 | -22.08 | -422% |