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CWICX vs MVGMX
CWICX vs MVGMX Comparison
Open Charts CWICX vs MVGMX
American Funds Capital World Gr&Inc 529C
Price$77.03
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
MFS Low Volatility Global Equity R4
Price$18.73
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets291.43M
CWICX vs MVGMX Comparison Chart in %
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CWICX vs. MVGMX commentary
Nov 14, 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 StrongBuy and MVGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. MVGMX (291M). MVGMX pays higher dividends than CWICX: MVGMX (1.78) vs CWICX (0.70). CWICX was incepted earlier than MVGMX: CWICX (24 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 : 14.14 vs. MVGMX (5.21). CWICX return over 5 years is better than : 45.37 vs. MVGMX (39.13).
| CWICX | MVGMX | CWICX / MVGMX | |
| Total Expense Ratio | 1.53 | 0.76 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.82 | 187% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 22.596 | 14.824 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 291M | 49,485% |
| Annual Yield % from dividends | 0.70 | 1.78 | 39% |
| Returns for 1 year | 14.14 | 5.21 | 272% |
| Returns for 3 years | 53.48 | 37.44 | 143% |
| Returns for 5 years | 45.37 | 39.13 | 116% |
| Returns for 10 years | 94.28 | 106.04 | 89% |
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