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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$70.95
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
CWIEX vs MVGCX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and MVGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. MVGCX (293M). CWIEX pays higher dividends than MVGCX: CWIEX (1.25) vs MVGCX (0.92). CWIEX was incepted earlier than MVGCX: CWIEX (23 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than CWIEX (1.00). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than MVGCX: CWIEX (250) vs MVGCX (1000). CWIEX annual gain was more profitable for investors over the last year : 6.59 vs. MVGCX (3.02). CWIEX return over 5 years is better than : 50.59 vs. MVGCX (33.55).
| CWIEX | MVGCX | CWIEX / MVGCX | |
| Total Expense Ratio | 1.00 | 1.76 | 57% |
| Annual Report Gross Expense Ratio | 1.00 | 1.82 | 55% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.080 | 8.414 | 155% |
| 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 | 1.25 | 0.92 | 136% |
| Returns for 1 year | 6.59 | 3.02 | 218% |
| Returns for 3 years | 52.22 | 28.91 | 181% |
| Returns for 5 years | 50.59 | 33.55 | 151% |
| Returns for 10 years | 74.27 | 64.36 | 115% |
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