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CWIAX vs MRGSX
CWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSX
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
BlackRock Advantage Global R
Price$23.82
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets494.4M
CWIAX vs MRGSX Comparison Chart in %
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CWIAX vs. MRGSX commentary
Aug 20, 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: 137B vs. MRGSX (494M). CWIAX pays higher dividends than MRGSX: CWIAX (1.46) vs MRGSX (0.99). 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 : 11.15 vs. MRGSX (1.99). CWIAX return over 5 years is better than : 51.08 vs. MRGSX (27.31).
| 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 | 15.453 | 13.971 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 494M | 27,733% |
| Annual Yield % from dividends | 1.46 | 0.99 | 147% |
| Returns for 1 year | 11.15 | 1.99 | 560% |
| Returns for 3 years | 45.33 | 35.81 | 127% |
| Returns for 5 years | 51.08 | 27.31 | 187% |
| Returns for 10 years | 96.01 | 20.89 | 460% |
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