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$71.53
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
MFS Low Volatility Global Equity A
Price$18.08
Change-$0.18 (-0.99%)
VolumeN/A
Net Assets300.47M
CWICX vs MVGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. MVGAX commentary
Jul 29, 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: 137B vs. MVGAX (300M). 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). CWICX annual gain was more profitable for investors over the last year : 12.89 vs. MVGAX (7.79). CWICX return over 5 years is better than : 49.27 vs. MVGAX (40.80).
| 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 | 14.503 | 11.495 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 300M | 45,667% |
| Annual Yield % from dividends | 0.78 | 1.59 | 49% |
| Returns for 1 year | 12.89 | 7.79 | 165% |
| Returns for 3 years | 48.95 | 32.46 | 151% |
| Returns for 5 years | 49.27 | 40.80 | 121% |
| Returns for 10 years | 70.95 | 79.71 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement