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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Low Volatility Global Equity C
Price$18.09
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets300.92M
CWGFX vs MVGCX Comparison Chart in %
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CWGFX vs. MVGCX commentary
Aug 18, 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: 137B vs. MVGCX (301M). CWGFX pays higher dividends than MVGCX: CWGFX (1.42) vs MVGCX (0.92). CWGFX was incepted earlier than MVGCX: CWGFX (24 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 : 11.40 vs. MVGCX (4.80). CWGFX return over 5 years is better than : 47.31 vs. MVGCX (33.37).
| CWGFX | MVGCX | CWGFX / MVGCX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.446 | 11.306 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 301M | 45,515% |
| Annual Yield % from dividends | 1.42 | 0.92 | 154% |
| Returns for 1 year | 11.40 | 4.80 | 237% |
| Returns for 3 years | 41.09 | 24.48 | 168% |
| Returns for 5 years | 47.31 | 33.37 | 142% |
| Returns for 10 years | 64.09 | 69.19 | 93% |
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