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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
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 I
Price$17.63
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets298.2M
CWGFX vs MVGIX Comparison Chart in %
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CWGFX vs. MVGIX 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 MVGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGIX (298M). MVGIX (1.55) and CWGFX (1.48) have matching dividends . CWGFX was incepted earlier than MVGIX: CWGFX (25 years) vs MVGIX (12 years). MVGIX (0.82) and CWGFX (0.80) have similar cost to investors . MVGIX is a more actively managed with annual turnover of: 31.00 vs. CWGFX (27.00). MVGIX has a lower initial minimum investment than CWGFX: MVGIX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 18.84 vs. MVGIX (10.07). CWGFX return over 5 years is better than : 31.11 vs. MVGIX (24.26).
| CWGFX | MVGIX | CWGFX / MVGIX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 3.718 | 1.966 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 298M | 47,651% |
| Annual Yield % from dividends | 1.48 | 1.55 | 95% |
| Returns for 1 year | 18.84 | 10.07 | 187% |
| Returns for 3 years | 43.30 | 26.74 | 162% |
| Returns for 5 years | 31.11 | 24.26 | 128% |
| Returns for 10 years | 99.06 | 95.07 | 104% |
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