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CWICX vs MVGIX
CWICX vs MVGIX Comparison
Open Charts CWICX vs MVGIX
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 I
Price$18.18
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets293.48M
CWICX vs MVGIX Comparison Chart in %
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CWICX vs. MVGIX commentary
Jul 08, 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 MVGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGIX (293M). MVGIX pays higher dividends than CWICX: MVGIX (1.82) vs CWICX (0.78). CWICX was incepted earlier than MVGIX: CWICX (23 years) vs MVGIX (12 years). CWICX (1.53) is less costly to investors than MVGIX (0.82). MVGIX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGIX has a lower initial minimum investment than CWICX: MVGIX (0) vs CWICX (250). MVGIX annual gain was more profitable for investors over the last year : 9.42 vs. CWICX (8.49). CWICX return over 5 years is better than : 50.99 vs. MVGIX (46.15).
| CWICX | MVGIX | CWICX / MVGIX | |
| Total Expense Ratio | 1.53 | 0.76 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.82 | 187% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.135 | 11.131 | 118% |
| Front Load | N/A | 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 | 0.78 | 1.82 | 43% |
| Returns for 1 year | 8.49 | 9.42 | 90% |
| Returns for 3 years | 48.18 | 33.80 | 143% |
| Returns for 5 years | 50.99 | 46.15 | 110% |
| Returns for 10 years | 70.73 | 84.72 | 83% |
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