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CWICX vs MVGAX
CWICX vs MVGAX Comparison
Open Charts CWICX vs MVGAX
American Funds Capital World Gr&Inc 529C
Price$72.21
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
MFS Low Volatility Global Equity A
Price$18.44
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets302.06M
CWICX vs MVGAX Comparison Chart in %
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CWICX vs. MVGAX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. MVGAX (302M). MVGAX pays higher dividends than CWICX: MVGAX (1.56) vs CWICX (0.77). CWICX was incepted earlier than MVGAX: CWICX (24 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 : 8.88 vs. MVGAX (2.94). CWICX return over 5 years is better than : 41.60 vs. MVGAX (36.60).
| CWICX | MVGAX | CWICX / MVGAX | |
| Total Expense Ratio | 1.53 | 1.01 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.07 | 143% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.853 | 12.594 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 302M | 45,364% |
| Annual Yield % from dividends | 0.77 | 1.56 | 49% |
| Returns for 1 year | 8.88 | 2.94 | 303% |
| Returns for 3 years | 48.13 | 34.42 | 140% |
| Returns for 5 years | 41.60 | 36.60 | 114% |
| Returns for 10 years | 86.93 | 97.26 | 89% |
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