Interact to see
Advertisement
Advertisement
CWIEX vs QDISX
CWIEX vs QDISX Comparison
Open Charts CWIEX vs QDISX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
FI Instl Group Stock for Ret Plns
Price$19.21
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets330.01K
CWIEX vs QDISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. QDISX (330K). QDISX pays higher dividends than CWIEX: QDISX (1.35) vs CWIEX (1.25). CWIEX was incepted earlier than QDISX: CWIEX (23 years) vs QDISX (6 years). CWIEX (1.00) is less costly to investors than QDISX (0.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. QDISX (9.00). QDISX has a lower initial minimum investment than CWIEX: QDISX (0) vs CWIEX (250). QDISX annual gain was more profitable for investors over the last year : 15.83 vs. CWIEX (13.48). QDISX return over 5 years is better than : 93.58 vs. CWIEX (53.28).
| CWIEX | QDISX | CWIEX / QDISX | |
| Total Expense Ratio | 1.00 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.00 | 0.00 | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.849 | 12.669 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 330K | 41,515,152% |
| Annual Yield % from dividends | 1.25 | 1.35 | 93% |
| Returns for 1 year | 13.48 | 15.83 | 85% |
| Returns for 3 years | 51.35 | 74.02 | 69% |
| Returns for 5 years | 53.28 | 93.58 | 57% |
| Returns for 10 years | 80.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement