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CWICX vs MVGNX
CWICX vs MVGNX Comparison
Open Charts CWICX vs MVGNX
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 R6
Price$18.16
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
CWICX vs MVGNX Comparison Chart in %
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CWICX vs. MVGNX commentary
Jul 07, 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 MVGNX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGNX (293M). MVGNX pays higher dividends than CWICX: MVGNX (1.90) vs CWICX (0.78). CWICX was incepted earlier than MVGNX: CWICX (23 years) vs MVGNX (12 years). CWICX (1.53) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGNX has a lower initial minimum investment than CWICX: MVGNX (0) vs CWICX (250). MVGNX annual gain was more profitable for investors over the last year : 9.52 vs. CWICX (8.49). CWICX return over 5 years is better than : 50.99 vs. MVGNX (46.69).
| CWICX | MVGNX | CWICX / MVGNX | |
| Total Expense Ratio | 1.53 | 0.70 | 219% |
| Annual Report Gross Expense Ratio | 1.53 | 0.73 | 210% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.135 | 11.189 | 117% |
| 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 | 1.90 | 41% |
| Returns for 1 year | 8.49 | 9.52 | 89% |
| Returns for 3 years | 48.18 | 34.13 | 141% |
| Returns for 5 years | 50.99 | 46.69 | 109% |
| Returns for 10 years | 70.73 | 85.55 | 83% |
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