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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$76.84
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity C
Price$16.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets291.38M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Dec 14, 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: 142B vs. MVGCX (291M). CWIEX pays higher dividends than MVGCX: CWIEX (1.14) vs MVGCX (0.87). 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: 31.00 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 : 13.86 vs. MVGCX (4.46). CWIEX return over 5 years is better than : 45.37 vs. MVGCX (30.23).
| 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 | 24.404 | 14.128 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 291M | 48,797% |
| Annual Yield % from dividends | 1.14 | 0.87 | 131% |
| Returns for 1 year | 13.86 | 4.46 | 311% |
| Returns for 3 years | 54.55 | 29.38 | 186% |
| Returns for 5 years | 45.37 | 30.23 | 150% |
| Returns for 10 years | 111.03 | 82.81 | 134% |
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