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CWICX vs MVGJX
CWICX vs MVGJX Comparison
Open Charts CWICX vs MVGJX
American Funds Capital World Gr&Inc 529C
Price$70.85
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
MFS Low Volatility Global Equity R1
Price$18.03
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets296.03M
CWICX vs MVGJX Comparison Chart in %
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CWICX vs. MVGJX commentary
Aug 07, 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 StrongBuy and MVGJX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 134B vs. MVGJX (296M). MVGJX pays higher dividends than CWICX: MVGJX (0.90) vs CWICX (0.78). CWICX was incepted earlier than MVGJX: CWICX (23 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 : 14.87 vs. MVGJX (7.51). CWICX return over 5 years is better than : 44.06 vs. MVGJX (33.97).
| 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 | 12 years | - |
| Gain YTD | 12.690 | 10.172 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 296M | 45,270% |
| Annual Yield % from dividends | 0.78 | 0.90 | 87% |
| Returns for 1 year | 14.87 | 7.51 | 198% |
| Returns for 3 years | 40.96 | 27.02 | 152% |
| Returns for 5 years | 44.06 | 33.97 | 130% |
| Returns for 10 years | 67.71 | 70.53 | 96% |
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