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CWICX vs MVGNX
CWICX vs MVGNX Comparison
Open Charts CWICX vs MVGNX
American Funds Capital World Gr&Inc 529C
Price$65.97
Change+$1.28 (+1.98%)
VolumeN/A
Net Assets124.97B
MFS Low Volatility Global Equity R6
Price$17.60
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets279.02M
CWICX vs MVGNX Comparison Chart
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CWICX vs. MVGNX commentary
May 13, 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 MVGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. MVGNX (279M). MVGNX pays higher dividends than CWICX: MVGNX (1.69) vs CWICX (0.86). CWICX was incepted earlier than MVGNX: CWICX (23 years) vs MVGNX (11 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). MVGNX annual gain was more profitable for investors over the last year : 6.97 vs. CWICX (1.06). CWICX return over 5 years is better than : 53.19 vs. MVGNX (50.15).
| 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 | 11 years | - |
| Gain YTD | 2.560 | 6.497 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 279M | 44,803% |
| Annual Yield % from dividends | 0.86 | 1.69 | 51% |
| Returns for 1 year | 1.06 | 6.97 | 15% |
| Returns for 3 years | 27.06 | 24.59 | 110% |
| Returns for 5 years | 53.19 | 50.15 | 106% |
| Returns for 10 years | 47.83 | 70.72 | 68% |
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