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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
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 R6
Price$18.58
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGNX Comparison Chart in %
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CWGFX vs. MVGNX 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 MVGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGNX (287M). MVGNX pays higher dividends than CWGFX: MVGNX (1.84) vs CWGFX (1.35). CWGFX was incepted earlier than MVGNX: CWGFX (25 years) vs MVGNX (12 years). CWGFX (0.80) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGNX has a lower initial minimum investment than CWGFX: MVGNX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. MVGNX (3.14). CWGFX return over 5 years is better than : 50.48 vs. MVGNX (39.83).
| CWGFX | MVGNX | CWGFX / MVGNX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.73 | 110% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.913 | 14.107 | 141% |
| 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 | 1.84 | 73% |
| Returns for 1 year | 10.73 | 3.14 | 342% |
| Returns for 3 years | 66.79 | 45.68 | 146% |
| Returns for 5 years | 50.48 | 39.83 | 127% |
| Returns for 10 years | 76.92 | 93.87 | 82% |
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