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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
MFS Low Volatility Global Equity R2
Price$17.85
Change-$0.74 (-3.98%)
VolumeN/A
Net Assets299.93M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Feb 05, 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 Buy and MVGKX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGKX (300M). CWGFX pays higher dividends than MVGKX: CWGFX (1.41) vs MVGKX (1.00). CWGFX was incepted earlier than MVGKX: CWGFX (25 years) vs MVGKX (12 years). MVGKX (1.27) is less costly to investors than CWGFX (0.80). MVGKX is a more actively managed with annual turnover of: 31.00 vs. CWGFX (27.00). MVGKX has a lower initial minimum investment than CWGFX: MVGKX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. MVGKX (7.65). CWGFX return over 5 years is better than : 30.54 vs. MVGKX (24.16).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 4.924 | 3.060 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 300M | 47,333% |
| Annual Yield % from dividends | 1.41 | 1.00 | 142% |
| Returns for 1 year | 16.18 | 7.65 | 211% |
| Returns for 3 years | 43.02 | 26.28 | 164% |
| Returns for 5 years | 30.54 | 24.16 | 126% |
| Returns for 10 years | 99.82 | 90.76 | 110% |
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