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CWICX vs MVGBX
CWICX vs MVGBX Comparison
Open Charts CWICX vs MVGBX
American Funds Capital World Gr&Inc 529C
Price$71.33
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets135.86B
MFS Low Volatility Global Equity B
Price$17.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets291.61M
CWICX vs MVGBX Comparison Chart in %
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CWICX vs. MVGBX commentary
Jul 11, 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: 136B vs. MVGBX (292M). 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 : 7.20 vs. MVGBX (5.89). CWICX return over 5 years is better than : 48.43 vs. MVGBX (38.60).
| 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 | 13.453 | 9.823 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 292M | 46,575% |
| Annual Yield % from dividends | 0.78 | 0.87 | 90% |
| Returns for 1 year | 7.20 | 5.89 | 122% |
| Returns for 3 years | 50.27 | 29.88 | 168% |
| Returns for 5 years | 48.43 | 38.60 | 125% |
| Returns for 10 years | 68.20 | 67.27 | 101% |
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