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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
FI Instl Group Stock for Ret Plns
Price$19.59
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets336.58K
CWIAX vs QDISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. QDISX (337K). CWIAX pays higher dividends than QDISX: CWIAX (1.46) vs QDISX (1.33). 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 : 15.44 vs. CWIAX (11.41). QDISX return over 5 years is better than : 90.59 vs. CWIAX (51.32).
| 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 | 15.485 | 14.897 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 337K | 40,652,819% |
| Annual Yield % from dividends | 1.46 | 1.33 | 110% |
| Returns for 1 year | 11.41 | 15.44 | 74% |
| Returns for 3 years | 42.58 | 60.64 | 70% |
| Returns for 5 years | 51.32 | 90.59 | 57% |
| Returns for 10 years | 85.94 | N/A | - |
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