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FWGIX vs MVGCX
FWGIX vs MVGCX Comparison
Open Charts FWGIX vs MVGCX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity C
Price$17.97
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets293.48M
FWGIX vs MVGCX Comparison Chart in %
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FWGIX vs. MVGCX commentary
Jul 06, 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 FWGIX is a Buy and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. MVGCX (293M). FWGIX pays higher dividends than MVGCX: FWGIX (1.77) vs MVGCX (0.92). FWGIX was incepted earlier than MVGCX: FWGIX (8 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than FWGIX (0.41). MVGCX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). MVGCX has a lower initial minimum investment than FWGIX: MVGCX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. MVGCX (8.27). FWGIX return over 5 years is better than : 54.88 vs. MVGCX (40.24).
| FWGIX | MVGCX | FWGIX / MVGCX | |
| Total Expense Ratio | 0.41 | 1.76 | 23% |
| Annual Report Gross Expense Ratio | 0.41 | 1.82 | 23% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 13.775 | 10.568 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 1.77 | 0.92 | 193% |
| Returns for 1 year | 9.74 | 8.27 | 118% |
| Returns for 3 years | 51.57 | 30.53 | 169% |
| Returns for 5 years | 54.88 | 40.24 | 136% |
| Returns for 10 years | N/A | 70.92 | - |
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