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CWICX vs MVGMX
CWICX vs MVGMX Comparison
Open Charts CWICX vs MVGMX
American Funds Capital World Gr&Inc 529C
Price$66.60
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Low Volatility Global Equity R4
Price$17.71
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets282.78M
CWICX vs MVGMX Comparison Chart
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CWICX vs. MVGMX commentary
May 24, 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. MVGMX (283M). MVGMX pays higher dividends than CWICX: MVGMX (1.61) vs CWICX (0.86). CWICX was incepted earlier than MVGMX: CWICX (23 years) vs MVGMX (11 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). MVGMX annual gain was more profitable for investors over the last year : 6.87 vs. CWICX (2.66). CWICX (53.14) and MVGMX (51.14) 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 | 23 years | 11 years | - |
| Gain YTD | 5.589 | 7.803 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 283M | 45,230% |
| Annual Yield % from dividends | 0.86 | 1.61 | 54% |
| Returns for 1 year | 2.66 | 6.87 | 39% |
| Returns for 3 years | 29.19 | 27.12 | 108% |
| Returns for 5 years | 53.14 | 51.14 | 104% |
| Returns for 10 years | 52.48 | 80.99 | 65% |
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