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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$77.39
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
MFS Low Volatility Global Equity R4
Price$18.73
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets291.43M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. MVGMX (291M). MVGMX pays higher dividends than CWGFX: MVGMX (1.78) vs CWGFX (1.32). 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 : 14.99 vs. MVGMX (5.21). CWGFX return over 5 years is better than : 47.60 vs. MVGMX (39.13).
| 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 | 23.373 | 14.824 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 291M | 49,485% |
| Annual Yield % from dividends | 1.32 | 1.78 | 74% |
| Returns for 1 year | 14.99 | 5.21 | 288% |
| Returns for 3 years | 55.97 | 37.44 | 149% |
| Returns for 5 years | 47.60 | 39.13 | 122% |
| Returns for 10 years | 85.73 | 106.04 | 81% |
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