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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$74.88
Change+$1.20 (+1.63%)
VolumeN/A
Net Assets138.57B
MFS Low Volatility Global Equity C
Price$18.27
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets293.85M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Oct 14, 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 Hold and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. MVGCX (294M). CWIEX pays higher dividends than MVGCX: CWIEX (1.17) vs MVGCX (0.88). CWIEX was incepted earlier than MVGCX: CWIEX (24 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 : 10.08 vs. MVGCX (1.92). CWIEX return over 5 years is better than : 51.20 vs. MVGCX (31.54).
| CWIEX | MVGCX | CWIEX / MVGCX | |
| Total Expense Ratio | 1.00 | 1.76 | 57% |
| Annual Report Gross Expense Ratio | 1.00 | 1.82 | 55% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 19.581 | 12.035 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 294M | 47,279% |
| Annual Yield % from dividends | 1.17 | 0.88 | 133% |
| Returns for 1 year | 10.08 | 1.92 | 525% |
| Returns for 3 years | 71.63 | 43.30 | 165% |
| Returns for 5 years | 51.20 | 31.54 | 162% |
| Returns for 10 years | 94.42 | 76.19 | 124% |
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