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CWIFX vs MVGCX
CWIFX vs MVGCX Comparison
Open Charts CWIFX vs MVGCX
American Funds Capital World Gr&Inc 529F
Price$68.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
MFS Low Volatility Global Equity C
Price$17.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.8M
CWIFX vs MVGCX Comparison Chart
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CWIFX vs. MVGCX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. MVGCX (287M). CWIFX pays higher dividends than MVGCX: CWIFX (1.68) vs MVGCX (0.67). 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). MVGCX annual gain was more profitable for investors over the last year : 6.87 vs. CWIFX (6.29). CWIFX return over 5 years is better than : 50.95 vs. MVGCX (34.57).
| 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 | 8.716 | 8.401 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 287M | 45,645% |
| Annual Yield % from dividends | 1.68 | 0.67 | 250% |
| Returns for 1 year | 6.29 | 6.87 | 92% |
| Returns for 3 years | 32.19 | 22.47 | 143% |
| Returns for 5 years | 50.95 | 34.57 | 147% |
| Returns for 10 years | 77.25 | 65.94 | 117% |
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