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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity R1
Price$17.35
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets295.99M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Dec 27, 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 Hold and MVGJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGJX (296M). CWGFX pays higher dividends than MVGJX: CWGFX (1.31) vs MVGJX (0.86). CWGFX was incepted earlier than MVGJX: CWGFX (25 years) vs MVGJX (12 years). MVGJX (1.82) is less costly to investors than CWGFX (0.80). MVGJX is a more actively managed with annual turnover of: 31.00 vs. CWGFX (27.00). MVGJX has a lower initial minimum investment than CWGFX: MVGJX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 12.25 vs. MVGJX (5.05). CWGFX return over 5 years is better than : 30.86 vs. MVGJX (20.57).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| 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 | 14.270 | 6.069 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 296M | 47,973% |
| Annual Yield % from dividends | 1.31 | 0.86 | 154% |
| Returns for 1 year | 12.25 | 5.05 | 243% |
| Returns for 3 years | 45.89 | 24.90 | 184% |
| Returns for 5 years | 30.86 | 20.57 | 150% |
| Returns for 10 years | 74.27 | 67.45 | 110% |
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