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CWICX vs MVGJX
CWICX vs MVGJX Comparison
Open Charts CWICX vs MVGJX
American Funds Capital World Gr&Inc 529C
Price$56.89
Change-$0.70 (-1.22%)
VolumeN/A
Net Assets111.7B
MFS Low Volatility Global Equity R1
Price$15.83
Change-$0.33 (-2.04%)
VolumeN/A
Net Assets250.53M
CWICX vs MVGJX Comparison Chart
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CWICX vs. MVGJX commentary
Apr 08, 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: 112B vs. MVGJX (251M). CWICX pays higher dividends than MVGJX: CWICX (0.87) vs MVGJX (0.68). CWICX was incepted earlier than MVGJX: CWICX (23 years) vs MVGJX (11 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). MVGJX annual gain was more profitable for investors over the last year : -0.34 vs. CWICX (-9.54). MVGJX return over 5 years is better than : 44.65 vs. CWICX (40.87).
| CWICX | MVGJX | CWICX / MVGJX | |
| Total Expense Ratio | 1.53 | 1.76 | 87% |
| Annual Report Gross Expense Ratio | 1.53 | 1.82 | 84% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -8.696 | -1.763 | 493% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 251M | 44,622% |
| Annual Yield % from dividends | 0.87 | 0.68 | 127% |
| Returns for 1 year | -9.54 | -0.34 | 2,768% |
| Returns for 3 years | 2.74 | 5.65 | 49% |
| Returns for 5 years | 40.87 | 44.65 | 92% |
| Returns for 10 years | 33.30 | 52.01 | 64% |
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