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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
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 R4
Price$17.83
Change-$0.74 (-3.98%)
VolumeN/A
Net Assets299.93M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGMX (300M). MVGMX pays higher dividends than CWGFX: MVGMX (1.52) vs CWGFX (1.41). CWGFX was incepted earlier than MVGMX: CWGFX (25 years) vs MVGMX (12 years). CWGFX (0.80) and MVGMX (0.77) have similar cost to investors . MVGMX is a more actively managed with annual turnover of: 31.00 vs. CWGFX (27.00). MVGMX has a lower initial minimum investment than CWGFX: MVGMX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. MVGMX (8.13). CWGFX return over 5 years is better than : 30.54 vs. MVGMX (27.19).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.77 | 104% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 4.924 | 3.123 | 158% |
| 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 | 1.52 | 93% |
| Returns for 1 year | 16.18 | 8.13 | 199% |
| Returns for 3 years | 43.02 | 28.18 | 153% |
| Returns for 5 years | 30.54 | 27.19 | 112% |
| Returns for 10 years | 99.82 | 100.63 | 99% |
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