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CWGCX vs MVGJX
CWGCX vs MVGJX Comparison
Open Charts CWGCX vs MVGJX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
MFS Low Volatility Global Equity R1
Price$17.72
Change-$0.75 (-4.06%)
VolumeN/A
Net Assets300.36M
CWGCX vs MVGJX Comparison Chart in %
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CWGCX vs. MVGJX commentary
Feb 04, 2026
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 CWGCX is a Buy and MVGJX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. MVGJX (300M). CWGCX pays higher dividends than MVGJX: CWGCX (0.84) vs MVGJX (0.60). CWGCX was incepted earlier than MVGJX: CWGCX (25 years) vs MVGJX (12 years). MVGJX (1.77) is less costly to investors than CWGCX (1.49). MVGJX is a more actively managed with annual turnover of: 31.00 vs. CWGCX (27.00). MVGJX has a lower initial minimum investment than CWGCX: MVGJX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 15.29 vs. MVGJX (6.98). CWGCX return over 5 years is better than : 26.77 vs. MVGJX (20.87).
| CWGCX | MVGJX | CWGCX / MVGJX | |
| Total Expense Ratio | 1.49 | 1.74 | 86% |
| Annual Report Gross Expense Ratio | 1.49 | 1.77 | 84% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 4.866 | 3.023 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 300M | 47,333% |
| Annual Yield % from dividends | 0.84 | 0.60 | 140% |
| Returns for 1 year | 15.29 | 6.98 | 219% |
| Returns for 3 years | 39.90 | 24.23 | 165% |
| Returns for 5 years | 26.77 | 20.87 | 128% |
| Returns for 10 years | 93.96 | 81.22 | 116% |
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