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CWGIX vs MRGSX
CWGIX vs MRGSX Comparison
Open Charts CWGIX vs MRGSX
American Funds Capital World Gr&Inc A
Price$71.61
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BlackRock Advantage Global R
Price$23.04
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets476.54M
CWGIX vs MRGSX Comparison Chart in %
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CWGIX vs. MRGSX commentary
Jul 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 CWGIX is a Buy and MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 136B vs. MRGSX (477M). CWGIX pays higher dividends than MRGSX: CWGIX (1.48) vs MRGSX (1.00). CWGIX was incepted earlier than MRGSX: CWGIX (32 years) vs MRGSX (22 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 : 9.38 vs. MRGSX (-1.56). CWGIX return over 5 years is better than : 53.11 vs. MRGSX (32.30).
| CWGIX | MRGSX | CWGIX / MRGSX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.74 | 1.60 | 46% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 13.586 | 10.239 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.48 | 1.00 | 148% |
| Returns for 1 year | 9.38 | -1.56 | -602% |
| Returns for 3 years | 50.30 | 40.47 | 124% |
| Returns for 5 years | 53.11 | 32.30 | 164% |
| Returns for 10 years | 63.16 | 10.87 | 581% |
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