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CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$71.03
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity A
Price$18.14
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets297.47M
CWICX vs MVGAX Comparison Chart in %
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CWICX vs. MVGAX commentary
Aug 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 StrongBuy and MVGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. MVGAX (297M). MVGAX pays higher dividends than CWICX: MVGAX (1.61) 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 : 15.51 vs. MVGAX (8.15). CWICX return over 5 years is better than : 44.43 vs. MVGAX (37.31).
| 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 | 12.976 | 10.640 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 0.78 | 1.61 | 49% |
| Returns for 1 year | 15.51 | 8.15 | 190% |
| Returns for 3 years | 40.81 | 29.00 | 141% |
| Returns for 5 years | 44.43 | 37.31 | 119% |
| Returns for 10 years | 66.50 | 76.01 | 87% |
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