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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity C
Price$17.74
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
CWIEX vs MVGCX Comparison Chart
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CWIEX vs. MVGCX commentary
Jun 16, 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 : 7.63 vs. CWIEX (6.05). CWIEX return over 5 years is better than : 54.48 vs. MVGCX (39.24).
| 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 | 8.904 | 8.585 | 104% |
| 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 | 6.05 | 7.63 | 79% |
| Returns for 3 years | 44.36 | 31.57 | 141% |
| Returns for 5 years | 54.48 | 39.24 | 139% |
| Returns for 10 years | 69.54 | 66.22 | 105% |
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