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$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity R2
Price$18.84
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets294.46M
CWGFX vs MVGKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGKX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGKX (294M). CWGFX pays higher dividends than MVGKX: CWGFX (1.31) vs MVGKX (1.24). 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 : 12.99 vs. MVGKX (3.64). CWGFX return over 5 years is better than : 41.19 vs. MVGKX (34.56).
| 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 | 22.974 | 14.889 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 294M | 48,299% |
| Annual Yield % from dividends | 1.31 | 1.24 | 106% |
| Returns for 1 year | 12.99 | 3.64 | 357% |
| Returns for 3 years | 50.54 | 30.58 | 165% |
| Returns for 5 years | 41.19 | 34.56 | 119% |
| Returns for 10 years | 81.00 | 91.18 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IIRSX | 13.98 | 0.26 | +1.90% |
| Voya Russell Small Cap Index Port I | |||
| HWCAX | 32.76 | 0.46 | +1.42% |
| Hotchkis & Wiley Disciplined Value A | |||
| GGQPX | 23.31 | 0.18 | +0.78% |
| Goldman Sachs Mid Cap Growth P | |||
| TRZDX | 87.69 | 0.46 | +0.53% |
| T. Rowe Price Dividend Growth Z | |||
| RSESX | 18.80 | 0.05 | +0.27% |
| Russell Inv US Strategic Equity S | |||