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CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$57.59
Change-$3.69 (-6.02%)
VolumeN/A
Net Assets111.7B
MFS Low Volatility Global Equity A
Price$16.24
Change-$0.77 (-4.53%)
VolumeN/A
Net Assets250.53M
CWICX vs MVGAX Comparison Chart
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CWICX vs. MVGAX commentary
Apr 08, 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 Hold and MVGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 112B vs. MVGAX (251M). MVGAX pays higher dividends than CWICX: MVGAX (1.40) vs CWICX (0.87). CWICX was incepted earlier than MVGAX: CWICX (23 years) vs MVGAX (11 years). CWICX (1.53) is less costly to investors than MVGAX (1.07). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MVGAX: CWICX (250) vs MVGAX (1000). MVGAX annual gain was more profitable for investors over the last year : 0.46 vs. CWICX (-8.77). CWICX return over 5 years is better than : 51.33 vs. MVGAX (48.40).
| CWICX | MVGAX | CWICX / MVGAX | |
| Total Expense Ratio | 1.53 | 1.01 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.07 | 143% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -8.696 | -1.530 | 568% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 251M | 44,622% |
| Annual Yield % from dividends | 0.87 | 1.40 | 62% |
| Returns for 1 year | -8.77 | 0.46 | -1,911% |
| Returns for 3 years | 1.90 | 6.95 | 27% |
| Returns for 5 years | 51.33 | 48.40 | 106% |
| Returns for 10 years | 35.12 | 57.34 | 61% |
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