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CWICX vs MVGIX
CWICX vs MVGIX Comparison
Open Charts CWICX vs MVGIX
American Funds Capital World Gr&Inc 529C
Price$63.50
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity I
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
CWICX vs MVGIX Comparison Chart
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CWICX vs. MVGIX commentary
Apr 03, 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 MVGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. MVGIX (265M). MVGIX pays higher dividends than CWICX: MVGIX (1.64) vs CWICX (0.87). CWICX was incepted earlier than MVGIX: CWICX (23 years) vs MVGIX (11 years). CWICX (1.53) is less costly to investors than MVGIX (0.82). MVGIX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGIX has a lower initial minimum investment than CWICX: MVGIX (0) vs CWICX (250). MVGIX annual gain was more profitable for investors over the last year : 5.57 vs. CWICX (-0.76). CWICX return over 5 years is better than : 63.95 vs. MVGIX (58.42).
| CWICX | MVGIX | CWICX / MVGIX | |
| Total Expense Ratio | 1.53 | 0.76 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.82 | 187% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.309 | 4.163 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 0.87 | 1.64 | 53% |
| Returns for 1 year | -0.76 | 5.57 | -14% |
| Returns for 3 years | 11.32 | 13.40 | 84% |
| Returns for 5 years | 63.95 | 58.42 | 109% |
| Returns for 10 years | 49.68 | 69.51 | 71% |
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