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CWIAX vs MGQAX
CWIAX vs MGQAX Comparison
Open Charts CWIAX vs MGQAX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Morgan Stanley Inst Global Stars A
Price$17.54
Change-$0.31 (-1.74%)
VolumeN/A
Net Assets47.94M
CWIAX vs MGQAX Comparison Chart
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CWIAX vs. MGQAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. MGQAX (47.9M). CWIAX pays higher dividends than MGQAX: CWIAX (1.52) 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 : 6.31 vs. MGQAX (-9.34). CWIAX return over 5 years is better than : 56.31 vs. MGQAX (22.94).
| 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 | 9.031 | 7.147 | 126% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 47.9M | 273,486% |
| Annual Yield % from dividends | 1.52 | 0.21 | 711% |
| Returns for 1 year | 6.31 | -9.34 | -68% |
| Returns for 3 years | 45.37 | 18.90 | 240% |
| Returns for 5 years | 56.31 | 22.94 | 245% |
| Returns for 10 years | 73.44 | 50.21 | 146% |
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