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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity B
Price$18.04
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets293.48M
CWICX vs MVGBX Comparison Chart in %
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CWICX vs. MVGBX commentary
Jul 06, 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 MVGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGBX (293M). MVGBX pays higher dividends than CWICX: MVGBX (0.87) vs CWICX (0.78). CWICX was incepted earlier than MVGBX: CWICX (23 years) vs MVGBX (12 years). MVGBX (1.82) is less costly to investors than CWICX (1.53). MVGBX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MVGBX: CWICX (250) vs MVGBX (1000). CWICX (8.49) and MVGBX (8.37) have marching annual gain over last year. CWICX return over 5 years is better than : 50.99 vs. MVGBX (40.35).
| CWICX | MVGBX | CWICX / MVGBX | |
| Total Expense Ratio | 1.53 | 1.76 | 87% |
| Annual Report Gross Expense Ratio | 1.53 | 1.82 | 84% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.135 | 10.620 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 0.78 | 0.87 | 90% |
| Returns for 1 year | 8.49 | 8.37 | 101% |
| Returns for 3 years | 48.18 | 30.55 | 158% |
| Returns for 5 years | 50.99 | 40.35 | 126% |
| Returns for 10 years | 70.73 | 70.89 | 100% |
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