Interact to see
Advertisement
Advertisement
CWIEX vs MFQTX
CWIEX vs MFQTX Comparison
Open Charts CWIEX vs MFQTX
American Funds Capital World Gr&Inc 529E
Price$72.19
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets135.64B
AMG Veritas Global Focus I
Price$17.95
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets30.73M
CWIEX vs MFQTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MFQTX commentary
Aug 13, 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 MFQTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. MFQTX (30.7M). CWIEX pays higher dividends than MFQTX: CWIEX (1.25) vs MFQTX (0.50). CWIEX was incepted earlier than MFQTX: CWIEX (23 years) vs MFQTX (25 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 : 14.75 vs. MFQTX (0.39). CWIEX return over 5 years is better than : 48.85 vs. MFQTX (-49.63).
| 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 | 25 years | - |
| Gain YTD | 15.057 | 4.653 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 30.7M | 442,997% |
| Annual Yield % from dividends | 1.25 | 0.50 | 252% |
| Returns for 1 year | 14.75 | 0.39 | 3,825% |
| Returns for 3 years | 41.19 | 7.83 | 526% |
| Returns for 5 years | 48.85 | -49.63 | -98% |
| Returns for 10 years | 80.91 | -25.81 | -314% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement