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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
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 R4
Price$18.80
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets294.53M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Dec 04, 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 MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGMX (295M). MVGMX pays higher dividends than CWGFX: MVGMX (1.74) vs CWGFX (1.31). CWGFX was incepted earlier than MVGMX: CWGFX (25 years) vs MVGMX (12 years). MVGMX (0.82) and CWGFX (0.80) have similar cost to investors . MVGMX is a more actively managed with annual turnover of: 32.00 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 : 12.58 vs. MVGMX (3.88). CWGFX return over 5 years is better than : 41.11 vs. MVGMX (38.43).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 21.970 | 15.192 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 295M | 48,136% |
| Annual Yield % from dividends | 1.31 | 1.74 | 76% |
| Returns for 1 year | 12.58 | 3.88 | 324% |
| Returns for 3 years | 49.31 | 32.24 | 153% |
| Returns for 5 years | 41.11 | 38.43 | 107% |
| Returns for 10 years | 79.52 | 100.57 | 79% |
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