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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$61.71
Change+$0.82 (+1.35%)
VolumeN/A
Net Assets117.94B
MFS Low Volatility Global Equity B
Price$17.02
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
CWICX vs MVGBX Comparison Chart
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CWICX vs. MVGBX commentary
Apr 24, 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: 118B vs. MVGBX (271M). 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 : 5.92 vs. CWICX (-2.22). CWICX return over 5 years is better than : 45.47 vs. MVGBX (39.43).
| 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 | -3.464 | 3.966 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 271M | 43,542% |
| Annual Yield % from dividends | 0.87 | 0.62 | 141% |
| Returns for 1 year | -2.22 | 5.92 | -38% |
| Returns for 3 years | 14.01 | 14.09 | 99% |
| Returns for 5 years | 45.47 | 39.43 | 115% |
| Returns for 10 years | 39.44 | 54.00 | 73% |