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CWIAX vs MCGCX
CWIAX vs MCGCX Comparison
Open Charts CWIAX vs MCGCX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BlackRock Advantage Global Investor C
Price$20.05
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets476.54M
CWIAX vs MCGCX Comparison Chart in %
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CWIAX vs. MCGCX commentary
Jul 06, 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 CWIAX is a Buy and MCGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. MCGCX (477M). CWIAX pays higher dividends than MCGCX: CWIAX (1.46) vs MCGCX (0.68). CWIAX was incepted earlier than MCGCX: CWIAX (23 years) vs MCGCX (31 years). MCGCX (2.10) is less costly to investors than CWIAX (0.78). MCGCX is a more actively managed with annual turnover of: 152.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than MCGCX: CWIAX (250) vs MCGCX (1000). CWIAX annual gain was more profitable for investors over the last year : 9.32 vs. MCGCX (-3.94). CWIAX return over 5 years is better than : 56.88 vs. MCGCX (24.74).
| CWIAX | MCGCX | CWIAX / MCGCX | |
| Total Expense Ratio | 0.78 | 1.71 | 46% |
| Annual Report Gross Expense Ratio | 0.78 | 2.10 | 37% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 13.573 | 9.984 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.46 | 0.68 | 214% |
| Returns for 1 year | 9.32 | -3.94 | -237% |
| Returns for 3 years | 51.64 | 35.77 | 144% |
| Returns for 5 years | 56.88 | 24.74 | 230% |
| Returns for 10 years | 84.28 | -0.98 | -8,638% |
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