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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
MFS Low Volatility Global Equity R3
Price$18.63
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGLX Comparison Chart in %
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CWGFX vs. MVGLX commentary
Oct 19, 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 MVGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGLX (287M). MVGLX pays higher dividends than CWGFX: MVGLX (1.54) vs CWGFX (1.35). CWGFX was incepted earlier than MVGLX: CWGFX (25 years) vs MVGLX (12 years). MVGLX (1.07) is less costly to investors than CWGFX (0.80). MVGLX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGLX has a lower initial minimum investment than CWGFX: MVGLX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. MVGLX (2.80). CWGFX return over 5 years is better than : 50.48 vs. MVGLX (39.76).
| CWGFX | MVGLX | CWGFX / MVGLX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.913 | 13.809 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 287M | 49,129% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 10.73 | 2.80 | 383% |
| Returns for 3 years | 66.79 | 44.82 | 149% |
| Returns for 5 years | 50.48 | 39.76 | 127% |
| Returns for 10 years | 76.92 | 95.51 | 81% |
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