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CWIEX vs MFQTX
CWIEX vs MFQTX Comparison
Open Charts CWIEX vs MFQTX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AMG Veritas Global Focus I
Price$17.47
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets31.04M
CWIEX vs MFQTX Comparison Chart
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CWIEX vs. MFQTX commentary
May 12, 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 Buy and MFQTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 125B vs. MFQTX (31M). CWIEX pays higher dividends than MFQTX: CWIEX (1.38) vs MFQTX (0.50). CWIEX was incepted earlier than MFQTX: CWIEX (23 years) vs MFQTX (24 years). MFQTX (1.20) is less costly to investors than CWIEX (1.00). MFQTX is a more actively managed with annual turnover of: 42.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than MFQTX: CWIEX (250) vs MFQTX (100000). CWIEX annual gain was more profitable for investors over the last year : 1.96 vs. MFQTX (-1.03). CWIEX return over 5 years is better than : 53.73 vs. MFQTX (-42.96).
| CWIEX | MFQTX | CWIEX / MFQTX | |
| Total Expense Ratio | 1.00 | 0.88 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 1.20 | 83% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.755 | 2.886 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 31M | 403,226% |
| Annual Yield % from dividends | 1.38 | 0.50 | 274% |
| Returns for 1 year | 1.96 | -1.03 | -190% |
| Returns for 3 years | 31.61 | 13.52 | 234% |
| Returns for 5 years | 53.73 | -42.96 | -125% |
| Returns for 10 years | 58.24 | -26.97 | -216% |
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