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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$71.46
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
MFS Low Volatility Global Equity C
Price$17.98
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets298.52M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Aug 10, 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 StrongBuy and MVGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. MVGCX (299M). 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 : 14.05 vs. MVGCX (6.86). CWIEX return over 5 years is better than : 49.03 vs. MVGCX (33.71).
| 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 | 13.893 | 10.629 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 299M | 45,485% |
| Annual Yield % from dividends | 1.25 | 0.92 | 135% |
| Returns for 1 year | 14.05 | 6.86 | 205% |
| Returns for 3 years | 44.59 | 26.98 | 165% |
| Returns for 5 years | 49.03 | 33.71 | 145% |
| Returns for 10 years | 78.32 | 68.01 | 115% |
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