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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$71.03
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity B
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets297.47M
CWICX vs MVGBX Comparison Chart in %
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CWICX vs. MVGBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. MVGBX (297M). MVGBX pays higher dividends than CWICX: MVGBX (0.88) 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 annual gain was more profitable for investors over the last year : 15.51 vs. MVGBX (7.31). CWICX return over 5 years is better than : 44.43 vs. MVGBX (33.23).
| 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 | 12.976 | 10.191 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 0.78 | 0.88 | 89% |
| Returns for 1 year | 15.51 | 7.31 | 212% |
| Returns for 3 years | 40.81 | 26.62 | 153% |
| Returns for 5 years | 44.43 | 33.23 | 134% |
| Returns for 10 years | 66.50 | 65.63 | 101% |
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