Interact to see
Advertisement
Advertisement
CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$71.18
Change+$0.28 (+0.39%)
VolumeN/A
Net Assets135.41B
MFS Low Volatility Global Equity B
Price$17.84
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets293.99M
CWICX vs MVGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. MVGBX commentary
Jul 18, 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: 135B vs. MVGBX (294M). MVGBX pays higher dividends than CWICX: MVGBX (0.87) 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 : 8.09 vs. MVGBX (3.25). CWICX return over 5 years is better than : 47.27 vs. MVGBX (34.27).
| 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 | 13.215 | 8.964 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 294M | 45,918% |
| Annual Yield % from dividends | 0.78 | 0.87 | 90% |
| Returns for 1 year | 8.09 | 3.25 | 249% |
| Returns for 3 years | 50.53 | 30.17 | 168% |
| Returns for 5 years | 47.27 | 34.27 | 138% |
| Returns for 10 years | 66.05 | 64.80 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers