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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
FI Instl Group Stock for Ret Plns
Price$17.95
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets308.3K
CWIAX vs QDISX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. QDISX (308K). CWIAX pays higher dividends than QDISX: CWIAX (1.52) vs QDISX (1.43). CWIAX was incepted earlier than QDISX: CWIAX (23 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 : 6.96 vs. CWIAX (6.31). QDISX return over 5 years is better than : 93.83 vs. CWIAX (56.31).
| CWIAX | QDISX | CWIAX / QDISX | |
| Total Expense Ratio | 0.78 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.78 | 0.00 | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.031 | 5.279 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 308K | 42,532,468% |
| Annual Yield % from dividends | 1.52 | 1.43 | 107% |
| Returns for 1 year | 6.31 | 6.96 | 91% |
| Returns for 3 years | 45.37 | 67.54 | 67% |
| Returns for 5 years | 56.31 | 93.83 | 60% |
| Returns for 10 years | 73.44 | N/A | - |
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