Interact to see
Advertisement
Advertisement
CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity A
Price$18.18
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
CWICX vs MVGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. MVGAX commentary
Jul 06, 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 CWICX is a Buy and MVGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGAX (293M). MVGAX pays higher dividends than CWICX: MVGAX (1.59) vs CWICX (0.78). CWICX was incepted earlier than MVGAX: CWICX (23 years) vs MVGAX (12 years). CWICX (1.53) is less costly to investors than MVGAX (1.07). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MVGAX: CWICX (250) vs MVGAX (1000). MVGAX annual gain was more profitable for investors over the last year : 9.22 vs. CWICX (8.49). CWICX return over 5 years is better than : 50.99 vs. MVGAX (44.73).
| CWICX | MVGAX | CWICX / MVGAX | |
| Total Expense Ratio | 1.53 | 1.01 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.07 | 143% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.135 | 11.007 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 0.78 | 1.59 | 49% |
| Returns for 1 year | 8.49 | 9.22 | 92% |
| Returns for 3 years | 48.18 | 32.99 | 146% |
| Returns for 5 years | 50.99 | 44.73 | 114% |
| Returns for 10 years | 70.73 | 81.64 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KLCKX | 14.35 | 0.19 | +1.34% |
| Federated Hermes Kaufmann Large Cap R | |||
| LAMSX | 24.22 | 0.20 | +0.83% |
| Lord Abbett Dividend Growth R4 | |||
| CLFFX | 21.20 | 0.13 | +0.62% |
| Clifford Capital Partners Investor | |||
| MSCLX | 18.12 | 0.10 | +0.55% |
| MassMutual Small Cap Opps Adm | |||
| RLBEX | 36.81 | 0.18 | +0.49% |
| American Funds American Balanced R4 | |||