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CWICX vs MVGJX
CWICX vs MVGJX Comparison
Open Charts CWICX vs MVGJX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
MFS Low Volatility Global Equity R1
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets262.61M
CWICX vs MVGJX Comparison Chart
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CWICX vs. MVGJX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. MVGJX (263M). CWICX pays higher dividends than MVGJX: CWICX (0.97) vs MVGJX (0.43). CWICX was incepted earlier than MVGJX: CWICX (23 years) vs MVGJX (11 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. MVGJX (25.00). 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 : 10.05 vs. MVGJX (4.82). CWICX return over 5 years is better than : 27.25 vs. MVGJX (14.33).
| CWICX | MVGJX | CWICX / MVGJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.011 | -0.122 | -1,654% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 263M | 48,289% |
| Annual Yield % from dividends | 0.97 | 0.43 | 228% |
| Returns for 1 year | 10.05 | 4.82 | 208% |
| Returns for 3 years | 8.23 | 7.35 | 112% |
| Returns for 5 years | 27.25 | 14.33 | 190% |
| Returns for 10 years | 56.91 | 59.98 | 95% |