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CWIFX vs MVGCX
CWIFX vs MVGCX Comparison
Open Charts CWIFX vs MVGCX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
MFS Low Volatility Global Equity C
Price$17.41
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets296.9M
CWIFX vs MVGCX Comparison Chart in %
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CWIFX vs. MVGCX commentary
Jan 15, 2026
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 Hold and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MVGCX (297M). CWIFX pays higher dividends than MVGCX: CWIFX (1.66) vs MVGCX (0.63). 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: 31.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than MVGCX: CWIFX (250) vs MVGCX (1000). CWIFX annual gain was more profitable for investors over the last year : 19.06 vs. MVGCX (8.85). CWIFX return over 5 years is better than : 34.95 vs. MVGCX (19.20).
| 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 | 3.739 | 1.932 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 297M | 47,811% |
| Annual Yield % from dividends | 1.66 | 0.63 | 266% |
| Returns for 1 year | 19.06 | 8.85 | 215% |
| Returns for 3 years | 44.05 | 22.85 | 193% |
| Returns for 5 years | 34.95 | 19.20 | 182% |
| Returns for 10 years | 127.65 | 79.45 | 161% |
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