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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
MFS Low Volatility Global Equity B
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets262.61M
CWICX vs MVGBX Comparison Chart
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CWICX vs. MVGBX commentary
Jan 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 StrongBuy and MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. MVGBX (263M). CWICX pays higher dividends than MVGBX: CWICX (0.97) vs MVGBX (0.39). CWICX was incepted earlier than MVGBX: CWICX (23 years) vs MVGBX (11 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). CWICX has a lower initial minimum investment than MVGBX: CWICX (250) vs MVGBX (1000). CWICX annual gain was more profitable for investors over the last year : 10.05 vs. MVGBX (4.76). CWICX return over 5 years is better than : 27.25 vs. MVGBX (13.65).
| CWICX | MVGBX | CWICX / MVGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.011 | -0.122 | -1,648% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 263M | 48,289% |
| Annual Yield % from dividends | 0.97 | 0.39 | 250% |
| Returns for 1 year | 10.05 | 4.76 | 211% |
| Returns for 3 years | 8.23 | 6.77 | 121% |
| Returns for 5 years | 27.25 | 13.65 | 200% |
| Returns for 10 years | 56.91 | 55.69 | 102% |
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