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CWGIX vs MRGSX
CWGIX vs MRGSX Comparison
Open Charts CWGIX vs MRGSX
American Funds Capital World Gr&Inc A
Price$74.74
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
BlackRock Advantage Global R
Price$24.69
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets513.37M
CWGIX vs MRGSX Comparison Chart in %
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CWGIX vs. MRGSX commentary
Sep 28, 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 CWGIX is a Buy and MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 140B vs. MRGSX (513M). CWGIX pays higher dividends than MRGSX: CWGIX (1.45) vs MRGSX (0.96). CWGIX was incepted earlier than MRGSX: CWGIX (33 years) vs MRGSX (23 years). MRGSX (1.60) is less costly to investors than CWGIX (0.74). MRGSX is a more actively managed with annual turnover of: 152.00 vs. CWGIX (27.00). MRGSX has a lower initial minimum investment than CWGIX: MRGSX (100) vs CWGIX (250). CWGIX annual gain was more profitable for investors over the last year : 9.46 vs. MRGSX (1.33). CWGIX return over 5 years is better than : 55.29 vs. MRGSX (35.08).
| CWGIX | MRGSX | CWGIX / MRGSX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.74 | 1.60 | 46% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 18.868 | 18.134 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 513M | 27,290% |
| Annual Yield % from dividends | 1.45 | 0.96 | 150% |
| Returns for 1 year | 9.46 | 1.33 | 709% |
| Returns for 3 years | 69.95 | 63.02 | 111% |
| Returns for 5 years | 55.29 | 35.08 | 158% |
| Returns for 10 years | 90.48 | 35.12 | 258% |
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