Interact to see
Advertisement
Advertisement
CWICX vs MVGJX
CWICX vs MVGJX Comparison
Open Charts CWICX vs MVGJX
American Funds Capital World Gr&Inc 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
MFS Low Volatility Global Equity R1
Price$18.38
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets288.13M
CWICX vs MVGJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. MVGJX commentary
Nov 20, 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 Hold and MVGJX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. MVGJX (288M). MVGJX pays higher dividends than CWICX: MVGJX (0.88) vs CWICX (0.70). CWICX was incepted earlier than MVGJX: CWICX (24 years) vs MVGJX (12 years). MVGJX (1.82) is less costly to investors than CWICX (1.53). MVGJX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGJX has a lower initial minimum investment than CWICX: MVGJX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 11.27 vs. MVGJX (3.66). CWICX return over 5 years is better than : 39.19 vs. MVGJX (31.19).
| CWICX | MVGJX | CWICX / MVGJX | |
| Total Expense Ratio | 1.53 | 1.76 | 87% |
| Annual Report Gross Expense Ratio | 1.53 | 1.82 | 84% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.044 | 12.366 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 288M | 48,611% |
| Annual Yield % from dividends | 0.70 | 0.88 | 80% |
| Returns for 1 year | 11.27 | 3.66 | 308% |
| Returns for 3 years | 48.04 | 30.37 | 158% |
| Returns for 5 years | 39.19 | 31.19 | 126% |
| Returns for 10 years | 81.62 | 79.28 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement