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CWICX vs MVGNX
CWICX vs MVGNX Comparison
Open Charts CWICX vs MVGNX
American Funds Capital World Gr&Inc 529C
Price$71.38
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.03B
MFS Low Volatility Global Equity R6
Price$18.18
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets298.52M
CWICX vs MVGNX Comparison Chart in %
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CWICX vs. MVGNX commentary
Aug 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 StrongBuy and MVGNX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. MVGNX (299M). MVGNX pays higher dividends than CWICX: MVGNX (1.92) vs CWICX (0.78). CWICX was incepted earlier than MVGNX: CWICX (23 years) vs MVGNX (12 years). CWICX (1.53) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). MVGNX has a lower initial minimum investment than CWICX: MVGNX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 13.46 vs. MVGNX (8.11). CWICX return over 5 years is better than : 45.14 vs. MVGNX (39.68).
| CWICX | MVGNX | CWICX / MVGNX | |
| Total Expense Ratio | 1.53 | 0.70 | 219% |
| Annual Report Gross Expense Ratio | 1.53 | 0.73 | 210% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.533 | 11.311 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 299M | 45,485% |
| Annual Yield % from dividends | 0.78 | 1.92 | 41% |
| Returns for 1 year | 13.46 | 8.11 | 166% |
| Returns for 3 years | 42.29 | 30.50 | 139% |
| Returns for 5 years | 45.14 | 39.68 | 114% |
| Returns for 10 years | 69.00 | 82.34 | 84% |
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