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CWICX vs MVGMX
CWICX vs MVGMX Comparison
Open Charts CWICX vs MVGMX
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity R4
Price$18.57
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets304.18M
CWICX vs MVGMX Comparison Chart in %
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CWICX vs. MVGMX commentary
Sep 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 StrongBuy and MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. MVGMX (304M). MVGMX pays higher dividends than CWICX: MVGMX (1.78) vs CWICX (0.77). CWICX was incepted earlier than MVGMX: CWICX (24 years) vs MVGMX (12 years). CWICX (1.53) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGMX has a lower initial minimum investment than CWICX: MVGMX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 12.28 vs. MVGMX (4.08). CWICX (45.28) and MVGMX (43.47) have equivalent 5 years return.
| CWICX | MVGMX | CWICX / MVGMX | |
| Total Expense Ratio | 1.53 | 0.76 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.82 | 187% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.585 | 13.516 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 0.77 | 1.78 | 43% |
| Returns for 1 year | 12.28 | 4.08 | 301% |
| Returns for 3 years | 52.00 | 39.54 | 132% |
| Returns for 5 years | 45.28 | 43.47 | 104% |
| Returns for 10 years | 84.13 | 107.28 | 78% |
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