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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$68.28
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.8B
MFS Low Volatility Global Equity C
Price$17.61
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets290.26M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Jun 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. MVGCX (290M). CWIEX pays higher dividends than MVGCX: CWIEX (1.31) vs MVGCX (0.67). 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). MVGCX annual gain was more profitable for investors over the last year : 6.70 vs. CWIEX (5.46). CWIEX return over 5 years is better than : 51.71 vs. MVGCX (37.28).
| 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 | 8.825 | 8.034 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.31 | 0.67 | 194% |
| Returns for 1 year | 5.46 | 6.70 | 81% |
| Returns for 3 years | 47.01 | 31.67 | 148% |
| Returns for 5 years | 51.71 | 37.28 | 139% |
| Returns for 10 years | 68.28 | 64.07 | 107% |
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