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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity B
Price$17.80
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
CWICX vs MVGBX Comparison Chart
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CWICX vs. MVGBX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. MVGBX (290M). CWICX pays higher dividends than MVGBX: CWICX (0.82) vs MVGBX (0.59). 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). MVGBX annual gain was more profitable for investors over the last year : 7.71 vs. CWICX (5.51). CWICX return over 5 years is better than : 50.44 vs. MVGBX (39.40).
| 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 | 8.650 | 8.603 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 0.82 | 0.59 | 137% |
| Returns for 1 year | 5.51 | 7.71 | 71% |
| Returns for 3 years | 42.05 | 31.63 | 133% |
| Returns for 5 years | 50.44 | 39.40 | 128% |
| Returns for 10 years | 60.69 | 66.14 | 92% |
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