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CWICX vs MRGSX
CWICX vs MRGSX Comparison
Open Charts CWICX vs MRGSX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BlackRock Advantage Global R
Price$22.06
Change-$0.27 (-1.21%)
VolumeN/A
Net Assets456.03M
CWICX vs MRGSX Comparison Chart
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CWICX vs. MRGSX commentary
Jun 15, 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: 131B vs. MRGSX (456M). MRGSX pays higher dividends than CWICX: MRGSX (1.04) vs CWICX (0.82). CWICX was incepted earlier than MRGSX: CWICX (23 years) vs MRGSX (22 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 : 5.51 vs. MRGSX (-3.92). CWICX return over 5 years is better than : 50.44 vs. MRGSX (30.69).
| CWICX | MRGSX | CWICX / MRGSX | |
| Total Expense Ratio | 1.53 | 1.21 | 126% |
| Annual Report Gross Expense Ratio | 1.53 | 1.60 | 96% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.650 | 5.550 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 456M | 28,728% |
| Annual Yield % from dividends | 0.82 | 1.04 | 78% |
| Returns for 1 year | 5.51 | -3.92 | -141% |
| Returns for 3 years | 42.05 | 35.05 | 120% |
| Returns for 5 years | 50.44 | 30.69 | 164% |
| Returns for 10 years | 60.69 | 3.80 | 1,598% |
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