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CWICX vs MVGKX
CWICX vs MVGKX Comparison
Open Charts CWICX vs MVGKX
American Funds Capital World Gr&Inc 529C
Price$60.45
Change+$1.09 (+1.84%)
VolumeN/A
Net Assets115.05B
MFS Low Volatility Global Equity R2
Price$16.73
Change+$0.29 (+1.76%)
VolumeN/A
Net Assets253.02M
CWICX vs MVGKX Comparison Chart
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CWICX vs. MVGKX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 115B vs. MVGKX (253M). MVGKX pays higher dividends than CWICX: MVGKX (1.16) vs CWICX (0.87). CWICX was incepted earlier than MVGKX: CWICX (23 years) vs MVGKX (11 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). MVGKX annual gain was more profitable for investors over the last year : 1.81 vs. CWICX (-4.93). CWICX return over 5 years is better than : 45.82 vs. MVGKX (38.56).
| CWICX | MVGKX | CWICX / MVGKX | |
| Total Expense Ratio | 1.53 | 1.26 | 121% |
| Annual Report Gross Expense Ratio | 1.53 | 1.32 | 116% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -4.162 | -0.488 | 852% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 253M | 45,455% |
| Annual Yield % from dividends | 0.87 | 1.16 | 75% |
| Returns for 1 year | -4.93 | 1.81 | -272% |
| Returns for 3 years | 9.88 | 9.59 | 103% |
| Returns for 5 years | 45.82 | 38.56 | 119% |
| Returns for 10 years | 40.21 | 60.16 | 67% |
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