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CWGIX vs MRGSX
CWGIX vs MRGSX Comparison
Open Charts CWGIX vs MRGSX
American Funds Capital World Gr&Inc A
Price$72.37
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
BlackRock Advantage Global R
Price$23.82
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets494.4M
CWGIX vs MRGSX Comparison Chart in %
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CWGIX vs. MRGSX commentary
Aug 20, 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: 137B vs. MRGSX (494M). CWGIX pays higher dividends than MRGSX: CWGIX (1.48) vs MRGSX (0.99). CWGIX was incepted earlier than MRGSX: CWGIX (32 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 : 11.22 vs. MRGSX (1.99). CWGIX return over 5 years is better than : 47.46 vs. MRGSX (27.31).
| 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 | 23 years | - |
| Gain YTD | 15.473 | 13.971 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 494M | 27,733% |
| Annual Yield % from dividends | 1.48 | 0.99 | 149% |
| Returns for 1 year | 11.22 | 1.99 | 564% |
| Returns for 3 years | 44.06 | 35.81 | 123% |
| Returns for 5 years | 47.46 | 27.31 | 174% |
| Returns for 10 years | 73.53 | 20.89 | 352% |