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CWIAX vs MRGSX
CWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BlackRock Advantage Global R
Price$22.06
Change-$0.27 (-1.21%)
VolumeN/A
Net Assets456.03M
CWIAX vs MRGSX Comparison Chart
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CWIAX vs. MRGSX 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 MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. MRGSX (456M). CWIAX pays higher dividends than MRGSX: CWIAX (1.52) vs MRGSX (1.04). 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 : 6.31 vs. MRGSX (-3.92). CWIAX return over 5 years is better than : 56.31 vs. MRGSX (30.69).
| 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 | 9.031 | 5.550 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 456M | 28,728% |
| Annual Yield % from dividends | 1.52 | 1.04 | 146% |
| Returns for 1 year | 6.31 | -3.92 | -161% |
| Returns for 3 years | 45.37 | 35.05 | 129% |
| Returns for 5 years | 56.31 | 30.69 | 183% |
| Returns for 10 years | 73.44 | 3.80 | 1,933% |
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