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CWICX vs MVGKX
CWICX vs MVGKX Comparison
Open Charts CWICX vs MVGKX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
MFS Low Volatility Global Equity R2
Price$18.51
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets302.01M
CWICX vs MVGKX Comparison Chart in %
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CWICX vs. MVGKX commentary
Sep 29, 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 MVGKX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. MVGKX (302M). MVGKX pays higher dividends than CWICX: MVGKX (1.27) vs CWICX (0.77). CWICX was incepted earlier than MVGKX: CWICX (24 years) vs MVGKX (12 years). CWICX (1.53) is less costly to investors than MVGKX (1.32). MVGKX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGKX has a lower initial minimum investment than CWICX: MVGKX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 8.57 vs. MVGKX (2.05). CWICX return over 5 years is better than : 52.58 vs. MVGKX (41.94).
| CWICX | MVGKX | CWICX / MVGKX | |
| Total Expense Ratio | 1.53 | 1.26 | 121% |
| Annual Report Gross Expense Ratio | 1.53 | 1.32 | 116% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.171 | 12.877 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 302M | 46,358% |
| Annual Yield % from dividends | 0.77 | 1.27 | 60% |
| Returns for 1 year | 8.57 | 2.05 | 419% |
| Returns for 3 years | 66.92 | 45.58 | 147% |
| Returns for 5 years | 52.58 | 41.94 | 125% |
| Returns for 10 years | 98.59 | 102.00 | 97% |
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