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CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity A
Price$17.97
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets290.26M
CWICX vs MVGAX Comparison Chart
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CWICX vs. MVGAX 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 CWICX is a Buy and MVGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. MVGAX (290M). MVGAX pays higher dividends than CWICX: MVGAX (1.35) vs CWICX (0.82). 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 : 8.58 vs. CWICX (5.51). CWICX return over 5 years is better than : 50.44 vs. MVGAX (43.74).
| 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 | 8.650 | 8.960 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | 5.51 | 8.58 | 64% |
| Returns for 3 years | 42.05 | 33.94 | 124% |
| Returns for 5 years | 50.44 | 43.74 | 115% |
| Returns for 10 years | 60.69 | 76.25 | 80% |
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