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CWGCX vs MVGMX
CWGCX vs MVGMX Comparison
Open Charts CWGCX vs MVGMX
American Funds Capital World Gr&Inc C
Price$76.26
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity R4
Price$18.80
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets294.53M
CWGCX vs MVGMX Comparison Chart in %
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CWGCX vs. MVGMX commentary
Dec 04, 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 CWGCX is a StrongBuy and MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. MVGMX (295M). MVGMX pays higher dividends than CWGCX: MVGMX (1.74) vs CWGCX (0.75). CWGCX was incepted earlier than MVGMX: CWGCX (25 years) vs MVGMX (12 years). CWGCX (1.49) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGMX has a lower initial minimum investment than CWGCX: MVGMX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 11.77 vs. MVGMX (3.88). MVGMX (38.43) and CWGCX (37.40) have equivalent 5 years return.
| CWGCX | MVGMX | CWGCX / MVGMX | |
| Total Expense Ratio | 1.49 | 0.76 | 196% |
| Annual Report Gross Expense Ratio | 1.49 | 0.82 | 182% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 21.237 | 15.192 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 295M | 48,136% |
| Annual Yield % from dividends | 0.75 | 1.74 | 43% |
| Returns for 1 year | 11.77 | 3.88 | 303% |
| Returns for 3 years | 46.43 | 32.24 | 144% |
| Returns for 5 years | 37.40 | 38.43 | 97% |
| Returns for 10 years | 74.72 | 100.57 | 74% |
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