Interact to see
Advertisement
Advertisement
CWIEX vs MVGCX
CWIEX vs MVGCX Comparison
Open Charts CWIEX vs MVGCX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Low Volatility Global Equity C
Price$18.09
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets300.92M
CWIEX vs MVGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MVGCX commentary
Aug 18, 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: 137B vs. MVGCX (301M). CWIEX pays higher dividends than MVGCX: CWIEX (1.25) vs MVGCX (0.92). 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). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. MVGCX (4.80). CWIEX return over 5 years is better than : 49.58 vs. MVGCX (33.37).
| 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 | 15.312 | 11.306 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 301M | 45,515% |
| Annual Yield % from dividends | 1.25 | 0.92 | 135% |
| Returns for 1 year | 11.15 | 4.80 | 232% |
| Returns for 3 years | 41.58 | 24.48 | 170% |
| Returns for 5 years | 49.58 | 33.37 | 149% |
| Returns for 10 years | 81.77 | 69.19 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement