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CWICX vs MRGSX
CWICX vs MRGSX Comparison
Open Charts CWICX vs MRGSX
American Funds Capital World Gr&Inc 529C
Price$71.81
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
BlackRock Advantage Global R
Price$23.82
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets494.4M
CWICX vs MRGSX Comparison Chart in %
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CWICX vs. MRGSX commentary
Aug 20, 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 CWICX is a Buy and MRGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. MRGSX (494M). MRGSX pays higher dividends than CWICX: MRGSX (0.99) vs CWICX (0.78). CWICX was incepted earlier than MRGSX: CWICX (24 years) vs MRGSX (23 years). MRGSX (1.60) and CWICX (1.53) have similar cost to investors . MRGSX is a more actively managed with annual turnover of: 152.00 vs. CWICX (27.00). MRGSX has a lower initial minimum investment than CWICX: MRGSX (100) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 10.28 vs. MRGSX (1.99). CWICX return over 5 years is better than : 45.43 vs. MRGSX (27.31).
| CWICX | MRGSX | CWICX / MRGSX | |
| Total Expense Ratio | 1.53 | 1.21 | 126% |
| Annual Report Gross Expense Ratio | 1.53 | 1.60 | 96% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.885 | 13.971 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 494M | 27,733% |
| Annual Yield % from dividends | 0.78 | 0.99 | 79% |
| Returns for 1 year | 10.28 | 1.99 | 517% |
| Returns for 3 years | 42.01 | 35.81 | 117% |
| Returns for 5 years | 45.43 | 27.31 | 166% |
| Returns for 10 years | 81.57 | 20.89 | 390% |
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