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CWICX vs MVGKX
CWICX vs MVGKX Comparison
Open Charts CWICX vs MVGKX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
MFS Low Volatility Global Equity R2
Price$18.29
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets300.47M
CWICX vs MVGKX Comparison Chart in %
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CWICX vs. MVGKX commentary
Jul 27, 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 MVGKX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. MVGKX (300M). MVGKX pays higher dividends than CWICX: MVGKX (1.30) vs CWICX (0.78). CWICX was incepted earlier than MVGKX: CWICX (23 years) vs MVGKX (12 years). CWICX (1.53) is less costly to investors than MVGKX (1.32). MVGKX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGKX has a lower initial minimum investment than CWICX: MVGKX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 12.89 vs. MVGKX (7.57). CWICX return over 5 years is better than : 49.27 vs. MVGKX (40.94).
| CWICX | MVGKX | CWICX / MVGKX | |
| Total Expense Ratio | 1.53 | 1.26 | 121% |
| Annual Report Gross Expense Ratio | 1.53 | 1.32 | 116% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 14.503 | 11.349 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 300M | 45,667% |
| Annual Yield % from dividends | 0.78 | 1.30 | 60% |
| Returns for 1 year | 12.89 | 7.57 | 170% |
| Returns for 3 years | 48.95 | 32.31 | 152% |
| Returns for 5 years | 49.27 | 40.94 | 120% |
| Returns for 10 years | 70.95 | 81.72 | 87% |
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