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CWICX vs MVGMX
CWICX vs MVGMX Comparison
Open Charts CWICX vs MVGMX
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 R4
Price$18.27
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets300.47M
CWICX vs MVGMX Comparison Chart in %
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CWICX vs. MVGMX commentary
Jul 28, 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. MVGMX (300M). MVGMX pays higher dividends than CWICX: MVGMX (1.82) vs CWICX (0.78). CWICX was incepted earlier than MVGMX: CWICX (23 years) vs MVGMX (12 years). CWICX (1.53) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGMX has a lower initial minimum investment than CWICX: MVGMX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 12.89 vs. MVGMX (8.05). CWICX return over 5 years is better than : 49.27 vs. MVGMX (44.45).
| CWICX | MVGMX | CWICX / MVGMX | |
| 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 | 14.503 | 11.682 | 124% |
| 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 | 1.82 | 43% |
| Returns for 1 year | 12.89 | 8.05 | 160% |
| Returns for 3 years | 48.95 | 34.22 | 143% |
| Returns for 5 years | 49.27 | 44.45 | 111% |
| Returns for 10 years | 70.95 | 90.86 | 78% |
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