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CWICX vs MVGMX
CWICX vs MVGMX Comparison
Open Charts CWICX vs MVGMX
American Funds Capital World Gr&Inc 529C
Price$59.36
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
MFS Low Volatility Global Equity R4
Price$16.43
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets253.46M
CWICX vs MVGMX Comparison Chart
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CWICX vs. MVGMX commentary
Apr 11, 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 Hold and MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. MVGMX (253M). MVGMX pays higher dividends than CWICX: MVGMX (1.64) vs CWICX (0.87). 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 : 2.32 vs. CWICX (-4.79). CWICX return over 5 years is better than : 45.55 vs. MVGMX (42.27).
| 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 | -4.336 | -0.205 | 2,120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 253M | 46,245% |
| Annual Yield % from dividends | 0.87 | 1.64 | 53% |
| Returns for 1 year | -4.79 | 2.32 | -207% |
| Returns for 3 years | 9.16 | 10.73 | 85% |
| Returns for 5 years | 45.55 | 42.27 | 108% |
| Returns for 10 years | 40.10 | 68.99 | 58% |
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