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CWIAX vs MRGSX
CWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BlackRock Advantage Global R
Price$23.04
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets476.54M
CWIAX vs MRGSX Comparison Chart in %
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CWIAX vs. MRGSX commentary
Jul 07, 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: 136B vs. MRGSX (477M). CWIAX pays higher dividends than MRGSX: CWIAX (1.46) vs MRGSX (1.00). CWIAX was incepted earlier than MRGSX: CWIAX (23 years) vs MRGSX (22 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 : 9.32 vs. MRGSX (-1.56). CWIAX return over 5 years is better than : 56.88 vs. MRGSX (32.30).
| CWIAX | MRGSX | CWIAX / MRGSX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.60 | 49% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.573 | 10.239 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.46 | 1.00 | 146% |
| Returns for 1 year | 9.32 | -1.56 | -598% |
| Returns for 3 years | 51.64 | 40.47 | 128% |
| Returns for 5 years | 56.88 | 32.30 | 176% |
| Returns for 10 years | 84.28 | 10.87 | 775% |
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