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CWIEX vs QDISX
CWIEX vs QDISX Comparison
Open Charts CWIEX vs QDISX
American Funds Capital World Gr&Inc 529E
Price$71.17
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
CWIEX vs QDISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. QDISX (324K). 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 : 9.87 vs. CWIEX (9.06). QDISX return over 5 years is better than : 94.34 vs. CWIEX (55.06).
| 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 | 13.431 | 10.557 | 127% |
| Front Load | N/A | 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 | 1.25 | 1.35 | 93% |
| Returns for 1 year | 9.06 | 9.87 | 92% |
| Returns for 3 years | 50.57 | 75.79 | 67% |
| Returns for 5 years | 55.06 | 94.34 | 58% |
| Returns for 10 years | 80.16 | N/A | - |
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