CWICX
Price
$71.18
Change
+$0.28 (+0.39%)
Updated
Jul 17 closing price
Net Assets
135.41B
MVGBX
Price
$17.84
Change
+$0.07 (+0.39%)
Updated
Jul 17 closing price
Net Assets
293.99M
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CWICX vs MVGBX

Header iconCWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBXBanner chart's image
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 %
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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.

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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).
CWICXMVGBXCWICX / MVGBX
Total Expense Ratio1.531.7687%
Annual Report Gross Expense Ratio1.531.8284%
Fund Existence23 years12 years-
Gain YTD13.2158.964147%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets135B294M45,918%
Annual Yield % from dividends0.780.8790%
Returns for 1 year8.093.25249%
Returns for 3 years50.5330.17168%
Returns for 5 years47.2734.27138%
Returns for 10 years66.0564.80102%
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