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CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$71.27
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
MFS Low Volatility Global Equity A
Price$18.01
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets295.52M
CWICX vs MVGAX Comparison Chart in %
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CWICX vs. MVGAX commentary
Jul 19, 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 MVGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGAX (296M). MVGAX pays higher dividends than CWICX: MVGAX (1.59) vs CWICX (0.78). CWICX was incepted earlier than MVGAX: CWICX (23 years) vs MVGAX (12 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). CWICX annual gain was more profitable for investors over the last year : 8.09 vs. MVGAX (4.50). CWICX return over 5 years is better than : 47.27 vs. MVGAX (39.12).
| 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 | 12 years | - |
| Gain YTD | 13.215 | 9.847 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 296M | 45,946% |
| Annual Yield % from dividends | 0.78 | 1.59 | 49% |
| Returns for 1 year | 8.09 | 4.50 | 180% |
| Returns for 3 years | 50.53 | 33.20 | 152% |
| Returns for 5 years | 47.27 | 39.12 | 121% |
| Returns for 10 years | 66.05 | 75.97 | 87% |
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