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CWIAX vs MCGCX
CWIAX vs MCGCX Comparison
Open Charts CWIAX vs MCGCX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BlackRock Advantage Global Investor C
Price$19.20
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets456.03M
CWIAX vs MCGCX Comparison Chart
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CWIAX vs. MCGCX commentary
Jun 16, 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: 131B vs. MCGCX (456M). CWIAX pays higher dividends than MCGCX: CWIAX (1.52) vs MCGCX (0.71). 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 : 6.31 vs. MCGCX (-6.23). CWIAX return over 5 years is better than : 56.31 vs. MCGCX (23.20).
| 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 | 9.031 | 5.321 | 170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 456M | 28,728% |
| Annual Yield % from dividends | 1.52 | 0.71 | 215% |
| Returns for 1 year | 6.31 | -6.23 | -101% |
| Returns for 3 years | 45.37 | 30.53 | 149% |
| Returns for 5 years | 56.31 | 23.20 | 243% |
| Returns for 10 years | 73.44 | -7.28 | -1,009% |
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