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CWIFX vs MVGCX
CWIFX vs MVGCX Comparison
Open Charts CWIFX vs MVGCX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
MFS Low Volatility Global Equity C
Price$17.71
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets292.51M
CWIFX vs MVGCX Comparison Chart in %
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CWIFX vs. MVGCX commentary
Jul 17, 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 CWIFX is a Buy and MVGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. MVGCX (293M). CWIFX pays higher dividends than MVGCX: CWIFX (1.60) vs MVGCX (0.92). CWIFX was incepted earlier than MVGCX: CWIFX (23 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than CWIFX (0.86). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than MVGCX: CWIFX (250) vs MVGCX (1000). CWIFX annual gain was more profitable for investors over the last year : 7.02 vs. MVGCX (3.02). CWIFX return over 5 years is better than : 53.63 vs. MVGCX (33.55).
| CWIFX | MVGCX | CWIFX / MVGCX | |
| Total Expense Ratio | 0.86 | 1.76 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.82 | 47% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.322 | 8.414 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 293M | 46,075% |
| Annual Yield % from dividends | 1.60 | 0.92 | 175% |
| Returns for 1 year | 7.02 | 3.02 | 232% |
| Returns for 3 years | 54.02 | 28.91 | 187% |
| Returns for 5 years | 53.63 | 33.55 | 160% |
| Returns for 10 years | 81.78 | 64.36 | 127% |