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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MFS Low Volatility Global Equity C
Price$18.20
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets288.12M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. MVGCX (288M). CWIEX pays higher dividends than MVGCX: CWIEX (1.15) vs MVGCX (0.89). 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 : 11.90 vs. MVGCX (3.12). CWIEX return over 5 years is better than : 43.18 vs. MVGCX (30.35).
| 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 | 18.687 | 12.035 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 288M | 48,264% |
| Annual Yield % from dividends | 1.15 | 0.89 | 129% |
| Returns for 1 year | 11.90 | 3.12 | 381% |
| Returns for 3 years | 50.53 | 29.86 | 169% |
| Returns for 5 years | 43.18 | 30.35 | 142% |
| Returns for 10 years | 91.78 | 75.71 | 121% |
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