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CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
MFS Low Volatility Global Equity C
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets289.77M
CWIEX vs MVGCX Comparison Chart in %
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CWIEX vs. MVGCX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. MVGCX (290M). 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 : 13.18 vs. MVGCX (4.12). CWIEX return over 5 years is better than : 46.58 vs. MVGCX (31.50).
| 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 | 20.939 | 13.820 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 290M | 49,655% |
| Annual Yield % from dividends | 1.15 | 0.89 | 129% |
| Returns for 1 year | 13.18 | 4.12 | 320% |
| Returns for 3 years | 53.98 | 33.23 | 162% |
| Returns for 5 years | 46.58 | 31.50 | 148% |
| Returns for 10 years | 99.00 | 83.16 | 119% |
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