Interact to see
Advertisement
Advertisement
CWIFX vs QDISX
CWIFX vs QDISX Comparison
Open Charts CWIFX vs QDISX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
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
CWIFX vs QDISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. QDISX (324K). CWIFX pays higher dividends than QDISX: CWIFX (1.60) vs QDISX (1.35). CWIFX was incepted earlier than QDISX: CWIFX (23 years) vs QDISX (6 years). CWIFX (0.86) is less costly to investors than QDISX (0.00). CWIFX is a more actively managed with annual turnover of: 27.00 vs. QDISX (9.00). QDISX has a lower initial minimum investment than CWIFX: QDISX (0) vs CWIFX (250). QDISX (9.87) and CWIFX (9.49) have marching annual gain over last year. QDISX return over 5 years is better than : 94.34 vs. CWIFX (58.16).
| CWIFX | QDISX | CWIFX / QDISX | |
| Total Expense Ratio | 0.86 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.86 | 0.00 | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.657 | 10.557 | 129% |
| 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 | 1.60 | 1.35 | 119% |
| Returns for 1 year | 9.49 | 9.87 | 96% |
| Returns for 3 years | 52.32 | 75.79 | 69% |
| Returns for 5 years | 58.16 | 94.34 | 62% |
| Returns for 10 years | 87.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement