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CWGCX vs MVGAX
CWGCX vs MVGAX Comparison
Open Charts CWGCX vs MVGAX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity A
Price$18.14
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets297.47M
CWGCX vs MVGAX Comparison Chart in %
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CWGCX vs. MVGAX commentary
Aug 08, 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 CWGCX is a StrongBuy and MVGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. MVGAX (297M). MVGAX pays higher dividends than CWGCX: MVGAX (1.61) vs CWGCX (0.84). CWGCX was incepted earlier than MVGAX: CWGCX (24 years) vs MVGAX (12 years). CWGCX (1.49) is less costly to investors than MVGAX (1.07). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than MVGAX: CWGCX (250) vs MVGAX (1000). CWGCX annual gain was more profitable for investors over the last year : 15.52 vs. MVGAX (8.15). CWGCX return over 5 years is better than : 42.47 vs. MVGAX (37.31).
| CWGCX | MVGAX | CWGCX / MVGAX | |
| Total Expense Ratio | 1.49 | 1.01 | 148% |
| Annual Report Gross Expense Ratio | 1.49 | 1.07 | 139% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.022 | 10.640 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 0.84 | 1.61 | 52% |
| Returns for 1 year | 15.52 | 8.15 | 190% |
| Returns for 3 years | 40.04 | 29.00 | 138% |
| Returns for 5 years | 42.47 | 37.31 | 114% |
| Returns for 10 years | 54.64 | 76.01 | 72% |
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