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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Low Volatility Global Equity R4
Price$18.60
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX 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 MVGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGMX (287M). MVGMX pays higher dividends than CWGFX: MVGMX (1.76) vs CWGFX (1.35). 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 : 10.73 vs. MVGMX (3.06). CWGFX return over 5 years is better than : 50.48 vs. MVGMX (41.48).
| 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 | 19.913 | 14.027 | 142% |
| 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 | 1.76 | 77% |
| Returns for 1 year | 10.73 | 3.06 | 351% |
| Returns for 3 years | 66.79 | 45.76 | 146% |
| Returns for 5 years | 50.48 | 41.48 | 122% |
| Returns for 10 years | 76.92 | 100.34 | 77% |
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