Interact to see
Advertisement
Advertisement
CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
MFS Low Volatility Global Equity A
Price$18.61
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets291.43M
CWGFX vs MVGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGAX 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 CWGFX is a StrongBuy and MVGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. MVGAX (291M). MVGAX pays higher dividends than CWGFX: MVGAX (1.56) vs CWGFX (1.32). CWGFX was incepted earlier than MVGAX: CWGFX (25 years) vs MVGAX (12 years). MVGAX (1.07) is less costly to investors than CWGFX (0.80). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGAX: CWGFX (250) vs MVGAX (1000). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. MVGAX (4.95). CWGFX return over 5 years is better than : 47.60 vs. MVGAX (35.71).
| CWGFX | MVGAX | CWGFX / MVGAX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 23.373 | 14.563 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 291M | 49,485% |
| Annual Yield % from dividends | 1.32 | 1.56 | 85% |
| Returns for 1 year | 14.99 | 4.95 | 303% |
| Returns for 3 years | 55.97 | 36.10 | 155% |
| Returns for 5 years | 47.60 | 35.71 | 133% |
| Returns for 10 years | 85.73 | 94.75 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement