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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity R2
Price$17.45
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets295.64M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Dec 26, 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 MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGKX (296M). 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: 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 : 12.25 vs. MVGKX (5.46). CWGFX return over 5 years is better than : 30.86 vs. MVGKX (23.56).
| 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 | 14.270 | 6.413 | 223% |
| 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 | 1.24 | 106% |
| Returns for 1 year | 12.25 | 5.46 | 225% |
| Returns for 3 years | 45.89 | 26.66 | 172% |
| Returns for 5 years | 30.86 | 23.56 | 131% |
| Returns for 10 years | 74.27 | 77.51 | 96% |
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