Interact to see
Advertisement
Advertisement
CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
MFS Low Volatility Global Equity R2
Price$18.64
Change-$0.10 (-0.53%)
VolumeN/A
Net Assets291.43M
CWGFX vs MVGKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGKX commentary
Nov 14, 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 StrongBuy and MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. MVGKX (291M). CWGFX (1.32) and MVGKX (1.27) have matching dividends . CWGFX was incepted earlier than MVGKX: CWGFX (25 years) vs MVGKX (12 years). MVGKX (1.32) is less costly to investors than CWGFX (0.80). MVGKX is a more actively managed with annual turnover of: 32.00 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 : 14.99 vs. MVGKX (4.68). CWGFX return over 5 years is better than : 47.60 vs. MVGKX (35.69).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.32 | 61% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 23.373 | 14.279 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 291M | 49,485% |
| Annual Yield % from dividends | 1.32 | 1.27 | 104% |
| Returns for 1 year | 14.99 | 4.68 | 320% |
| Returns for 3 years | 55.97 | 35.43 | 158% |
| Returns for 5 years | 47.60 | 35.69 | 133% |
| Returns for 10 years | 85.73 | 95.99 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers