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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$63.50
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity B
Price$17.03
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets264.63M
CWICX vs MVGBX Comparison Chart
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CWICX vs. MVGBX commentary
Apr 03, 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: 123B vs. MVGBX (265M). CWICX pays higher dividends than MVGBX: CWICX (0.87) vs MVGBX (0.62). CWICX was incepted earlier than MVGBX: CWICX (23 years) vs MVGBX (11 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). MVGBX annual gain was more profitable for investors over the last year : 4.50 vs. CWICX (-0.76). CWICX return over 5 years is better than : 63.95 vs. MVGBX (52.13).
| 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 | 11 years | - |
| Gain YTD | 0.309 | 3.905 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 0.87 | 0.62 | 141% |
| Returns for 1 year | -0.76 | 4.50 | -17% |
| Returns for 3 years | 11.32 | 10.86 | 104% |
| Returns for 5 years | 63.95 | 52.13 | 123% |
| Returns for 10 years | 49.68 | 57.14 | 87% |
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