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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
MFS Low Volatility Global Equity C
Price$17.41
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets296.9M
CWGFX vs MVGCX Comparison Chart in %
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CWGFX vs. MVGCX commentary
Jan 15, 2026
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 Hold and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGCX (297M). CWGFX pays higher dividends than MVGCX: CWGFX (1.48) vs MVGCX (0.63). 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: 31.00 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 : 18.84 vs. MVGCX (8.85). CWGFX return over 5 years is better than : 31.11 vs. MVGCX (19.20).
| 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 | 3.718 | 1.932 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 297M | 47,811% |
| Annual Yield % from dividends | 1.48 | 0.63 | 236% |
| Returns for 1 year | 18.84 | 8.85 | 213% |
| Returns for 3 years | 43.30 | 22.85 | 189% |
| Returns for 5 years | 31.11 | 19.20 | 162% |
| Returns for 10 years | 99.06 | 79.45 | 125% |
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