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CWIAX vs QDISX
CWIAX vs QDISX Comparison
Open Charts CWIAX vs QDISX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
FI Instl Group Stock for Ret Plns
Price$18.85
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets323.8K
CWIAX vs QDISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. QDISX (324K). CWIAX pays higher dividends than QDISX: CWIAX (1.46) vs QDISX (1.35). 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 : 9.87 vs. CWIAX (9.32). QDISX return over 5 years is better than : 94.34 vs. CWIAX (56.88).
| 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 | 13.573 | 10.557 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 324K | 41,975,309% |
| Annual Yield % from dividends | 1.46 | 1.35 | 108% |
| Returns for 1 year | 9.32 | 9.87 | 94% |
| Returns for 3 years | 51.64 | 75.79 | 68% |
| Returns for 5 years | 56.88 | 94.34 | 60% |
| Returns for 10 years | 84.28 | N/A | - |
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