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CWIAX vs MRGSX
CWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
BlackRock Advantage Global R
Price$24.69
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets513.37M
CWIAX vs MRGSX Comparison Chart in %
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CWIAX vs. MRGSX commentary
Sep 28, 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 MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. MRGSX (513M). CWIAX pays higher dividends than MRGSX: CWIAX (1.43) vs MRGSX (0.96). CWIAX was incepted earlier than MRGSX: CWIAX (24 years) vs MRGSX (23 years). MRGSX (1.60) is less costly to investors than CWIAX (0.78). MRGSX is a more actively managed with annual turnover of: 152.00 vs. CWIAX (27.00). MRGSX has a lower initial minimum investment than CWIAX: MRGSX (100) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 9.41 vs. MRGSX (1.33). CWIAX return over 5 years is better than : 58.49 vs. MRGSX (35.08).
| CWIAX | MRGSX | CWIAX / MRGSX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.60 | 49% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 18.856 | 18.134 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 513M | 27,290% |
| Annual Yield % from dividends | 1.43 | 0.96 | 148% |
| Returns for 1 year | 9.41 | 1.33 | 706% |
| Returns for 3 years | 70.79 | 63.02 | 112% |
| Returns for 5 years | 58.49 | 35.08 | 167% |
| Returns for 10 years | 114.38 | 35.12 | 326% |
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