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CWIAX vs MRGSX
CWIAX vs MRGSX Comparison
Open Charts CWIAX vs MRGSX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
BlackRock Advantage Global R
Price$23.34
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets483.24M
CWIAX vs MRGSX Comparison Chart in %
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CWIAX vs. MRGSX commentary
Jul 27, 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 (483M). 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 : 13.76 vs. MRGSX (1.96). CWIAX return over 5 years is better than : 55.06 vs. MRGSX (29.96).
| 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 | 15.007 | 11.675 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 483M | 28,364% |
| Annual Yield % from dividends | 1.46 | 1.00 | 146% |
| Returns for 1 year | 13.76 | 1.96 | 700% |
| Returns for 3 years | 52.42 | 40.58 | 129% |
| Returns for 5 years | 55.06 | 29.96 | 184% |
| Returns for 10 years | 84.54 | 13.15 | 643% |
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