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CWIAX vs MVGMX
CWIAX vs MVGMX Comparison
Open Charts CWIAX vs MVGMX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
MFS Low Volatility Global Equity R4
Price$18.27
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets300.47M
CWIAX vs MVGMX Comparison Chart in %
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CWIAX vs. MVGMX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. MVGMX (300M). MVGMX pays higher dividends than CWIAX: MVGMX (1.82) vs CWIAX (1.46). CWIAX was incepted earlier than MVGMX: CWIAX (23 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 : 13.76 vs. MVGMX (8.05). CWIAX return over 5 years is better than : 55.06 vs. MVGMX (44.45).
| CWIAX | MVGMX | CWIAX / MVGMX | |
| Total Expense Ratio | 0.78 | 0.76 | 103% |
| Annual Report Gross Expense Ratio | 0.78 | 0.82 | 95% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.007 | 11.682 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 300M | 45,667% |
| Annual Yield % from dividends | 1.46 | 1.82 | 80% |
| Returns for 1 year | 13.76 | 8.05 | 171% |
| Returns for 3 years | 52.42 | 34.22 | 153% |
| Returns for 5 years | 55.06 | 44.45 | 124% |
| Returns for 10 years | 84.54 | 90.86 | 93% |
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