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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$76.59
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets143.4B
MFS Low Volatility Global Equity A
Price$18.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets294.53M
CWGFX vs MVGAX Comparison Chart in %
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CWGFX vs. MVGAX 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 CWGFX is a StrongBuy and MVGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 143B vs. MVGAX (295M). MVGAX pays higher dividends than CWGFX: MVGAX (1.52) vs CWGFX (1.31). 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 : 12.58 vs. MVGAX (3.69). CWGFX return over 5 years is better than : 41.11 vs. MVGAX (35.03).
| 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 | 21.970 | 14.931 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 295M | 48,475% |
| Annual Yield % from dividends | 1.31 | 1.52 | 86% |
| Returns for 1 year | 12.58 | 3.69 | 341% |
| Returns for 3 years | 49.31 | 30.95 | 159% |
| Returns for 5 years | 41.11 | 35.03 | 117% |
| Returns for 10 years | 79.52 | 89.41 | 89% |
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