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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity R4
Price$17.44
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets295.99M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Dec 28, 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 MVGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGMX (296M). 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: 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 : 12.34 vs. MVGMX (5.89). CWGFX return over 5 years is better than : 31.00 vs. MVGMX (26.55).
| 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 | 14.398 | 6.916 | 208% |
| 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 | 1.74 | 76% |
| Returns for 1 year | 12.34 | 5.89 | 210% |
| Returns for 3 years | 46.00 | 28.45 | 162% |
| Returns for 5 years | 31.00 | 26.55 | 117% |
| Returns for 10 years | 73.31 | 84.85 | 86% |
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