Interact to see
Advertisement
Advertisement
CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity C
Price$18.34
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets304.18M
CWGFX vs MVGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGCX commentary
Sep 09, 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 Buy and MVGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. MVGCX (304M). CWGFX pays higher dividends than MVGCX: CWGFX (1.39) vs MVGCX (0.90). CWGFX was incepted earlier than MVGCX: CWGFX (25 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than CWGFX (0.80). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGCX: CWGFX (250) vs MVGCX (1000). CWGFX annual gain was more profitable for investors over the last year : 15.54 vs. MVGCX (4.04). CWGFX return over 5 years is better than : 48.28 vs. MVGCX (35.51).
| CWGFX | MVGCX | CWGFX / MVGCX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 16.671 | 12.844 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 1.39 | 0.90 | 155% |
| Returns for 1 year | 15.54 | 4.04 | 385% |
| Returns for 3 years | 49.28 | 31.90 | 154% |
| Returns for 5 years | 48.28 | 35.51 | 136% |
| Returns for 10 years | 76.04 | 84.00 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers