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CWIFX vs MVGCX
CWIFX vs MVGCX Comparison
Open Charts CWIFX vs MVGCX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity C
Price$17.74
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
CWIFX vs MVGCX Comparison Chart
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CWIFX vs. MVGCX commentary
Jun 16, 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 CWIFX is a Buy and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. MVGCX (290M). CWIFX pays higher dividends than MVGCX: CWIFX (1.68) vs MVGCX (0.67). CWIFX was incepted earlier than MVGCX: CWIFX (23 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than CWIFX (0.86). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than MVGCX: CWIFX (250) vs MVGCX (1000). MVGCX annual gain was more profitable for investors over the last year : 7.63 vs. CWIFX (6.46). CWIFX return over 5 years is better than : 57.58 vs. MVGCX (39.24).
| CWIFX | MVGCX | CWIFX / MVGCX | |
| Total Expense Ratio | 0.86 | 1.76 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.82 | 47% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.097 | 8.585 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.68 | 0.67 | 250% |
| Returns for 1 year | 6.46 | 7.63 | 85% |
| Returns for 3 years | 46.04 | 31.57 | 146% |
| Returns for 5 years | 57.58 | 39.24 | 147% |
| Returns for 10 years | 76.87 | 66.22 | 116% |
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