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CWIAX vs MGQAX
CWIAX vs MGQAX Comparison
Open Charts CWIAX vs MGQAX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Morgan Stanley Inst Global Stars A
Price$18.15
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets48.12M
CWIAX vs MGQAX Comparison Chart in %
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CWIAX vs. MGQAX 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 MGQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. MGQAX (48.1M). CWIAX pays higher dividends than MGQAX: CWIAX (1.46) vs MGQAX (0.21). CWIAX was incepted earlier than MGQAX: CWIAX (23 years) vs MGQAX (12 years). MGQAX (1.60) is less costly to investors than CWIAX (0.78). MGQAX is a more actively managed with annual turnover of: 73.00 vs. CWIAX (27.00). MGQAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than MGQAX: CWIAX (250) vs MGQAX (1000). CWIAX annual gain was more profitable for investors over the last year : 9.32 vs. MGQAX (-7.52). CWIAX return over 5 years is better than : 56.88 vs. MGQAX (21.29).
| CWIAX | MGQAX | CWIAX / MGQAX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.60 | 49% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.573 | 10.874 | 125% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 48.1M | 282,744% |
| Annual Yield % from dividends | 1.46 | 0.21 | 695% |
| Returns for 1 year | 9.32 | -7.52 | -124% |
| Returns for 3 years | 51.64 | 18.94 | 273% |
| Returns for 5 years | 56.88 | 21.29 | 267% |
| Returns for 10 years | 84.28 | 57.57 | 146% |
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