CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
MRGSX
Price
$23.04
Change
+$0.13 (+0.57%)
Updated
Jul 3 closing price
Net Assets
476.54M
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CWIAX vs MRGSX

Header iconCWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSXBanner chart's image
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.

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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).
CWIAXMRGSXCWIAX / MRGSX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.6049%
Fund Existence23 years22 years-
Gain YTD13.57310.239133%
Front Load4%N/A-
Min. Initial Investment250100250%
Min. Initial Investment IRAN/AN/A-
Net Assets136B477M28,512%
Annual Yield % from dividends1.461.00146%
Returns for 1 year9.32-1.56-598%
Returns for 3 years51.6440.47128%
Returns for 5 years56.8832.30176%
Returns for 10 years84.2810.87775%
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