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CWIAX vs MVGMX
CWIAX vs MVGMX Comparison
Open Charts CWIAX vs MVGMX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity R4
Price$17.98
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets290.26M
CWIAX vs MVGMX Comparison Chart
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CWIAX vs. MVGMX commentary
Jun 16, 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: 131B vs. MVGMX (290M). MVGMX (1.58) and CWIAX (1.52) have matching dividends . 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). MVGMX annual gain was more profitable for investors over the last year : 8.77 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. MVGMX (47.35).
| 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 | 9.031 | 9.077 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.52 | 1.58 | 97% |
| Returns for 1 year | 6.31 | 8.77 | 72% |
| Returns for 3 years | 45.37 | 36.44 | 125% |
| Returns for 5 years | 56.31 | 47.35 | 119% |
| Returns for 10 years | 73.44 | 88.29 | 83% |
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