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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity C
Price$18.34
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets304.18M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Sep 09, 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: 138B vs. MVGCX (304M). CWIEX pays higher dividends than MVGCX: CWIEX (1.22) vs MVGCX (0.90). 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 : 15.31 vs. MVGCX (4.04). CWIEX return over 5 years is better than : 50.55 vs. MVGCX (35.51).
| 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 | 16.523 | 12.844 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 1.22 | 0.90 | 136% |
| Returns for 1 year | 15.31 | 4.04 | 379% |
| Returns for 3 years | 49.81 | 31.90 | 156% |
| Returns for 5 years | 50.55 | 35.51 | 142% |
| Returns for 10 years | 95.02 | 84.00 | 113% |
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