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CWIAX vs MVGMX
CWIAX vs MVGMX Comparison
Open Charts CWIAX vs MVGMX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity R4
Price$18.19
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
CWIAX vs MVGMX Comparison Chart in %
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CWIAX vs. MVGMX commentary
Jul 07, 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: 136B vs. MVGMX (293M). 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). MVGMX (9.48) and CWIAX (9.32) have marching annual gain over last year. CWIAX return over 5 years is better than : 56.88 vs. MVGMX (48.49).
| 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 | 13.573 | 11.193 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 1.46 | 1.82 | 80% |
| Returns for 1 year | 9.32 | 9.48 | 98% |
| Returns for 3 years | 51.64 | 34.86 | 148% |
| Returns for 5 years | 56.88 | 48.49 | 117% |
| Returns for 10 years | 84.28 | 92.90 | 91% |
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