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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
FI Instl Group Stock for Ret Plns
Price$19.55
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets335.86K
CWIAX vs QDISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. QDISX (336K). CWIAX pays higher dividends than QDISX: CWIAX (1.43) vs QDISX (1.29). CWIAX was incepted earlier than QDISX: CWIAX (24 years) vs QDISX (6 years). CWIAX (0.78) is less costly to investors than QDISX (0.00). CWIAX is a more actively managed with annual turnover of: 27.00 vs. QDISX (9.00). QDISX has a lower initial minimum investment than CWIAX: QDISX (0) vs CWIAX (250). QDISX annual gain was more profitable for investors over the last year : 16.84 vs. CWIAX (13.15). QDISX return over 5 years is better than : 84.83 vs. CWIAX (50.93).
| CWIAX | QDISX | CWIAX / QDISX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 16.202 | 14.663 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 336K | 41,071,429% |
| Annual Yield % from dividends | 1.43 | 1.29 | 111% |
| Returns for 1 year | 13.15 | 16.84 | 78% |
| Returns for 3 years | 55.56 | 80.38 | 69% |
| Returns for 5 years | 50.93 | 84.83 | 60% |
| Returns for 10 years | 98.76 | N/A | - |
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