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CWIAX vs MVGMX
CWIAX vs MVGMX Comparison
Open Charts CWIAX vs MVGMX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity R4
Price$18.57
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets304.18M
CWIAX vs MVGMX Comparison Chart in %
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CWIAX vs. MVGMX commentary
Sep 09, 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 CWIAX is a Buy and MVGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. MVGMX (304M). MVGMX pays higher dividends than CWIAX: MVGMX (1.78) vs CWIAX (1.43). CWIAX was incepted earlier than MVGMX: CWIAX (24 years) vs MVGMX (12 years). MVGMX (0.82) and CWIAX (0.78) have similar cost to investors . MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). MVGMX has a lower initial minimum investment than CWIAX: MVGMX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 13.15 vs. MVGMX (4.08). CWIAX return over 5 years is better than : 50.93 vs. MVGMX (43.47).
| CWIAX | MVGMX | CWIAX / MVGMX | |
| Total Expense Ratio | 0.78 | 0.76 | 103% |
| Annual Report Gross Expense Ratio | 0.78 | 0.82 | 95% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 16.202 | 13.516 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 1.43 | 1.78 | 80% |
| Returns for 1 year | 13.15 | 4.08 | 322% |
| Returns for 3 years | 55.56 | 39.54 | 140% |
| Returns for 5 years | 50.93 | 43.47 | 117% |
| Returns for 10 years | 98.76 | 107.28 | 92% |
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