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CWGCX vs MVGMX
CWGCX vs MVGMX Comparison
Open Charts CWGCX vs MVGMX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity R4
Price$18.57
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets304.18M
CWGCX vs MVGMX Comparison Chart in %
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CWGCX vs. MVGMX commentary
Sep 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 138B vs. MVGMX (304M). MVGMX pays higher dividends than CWGCX: MVGMX (1.78) vs CWGCX (0.82). CWGCX was incepted earlier than MVGMX: CWGCX (25 years) vs MVGMX (12 years). CWGCX (1.49) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGMX has a lower initial minimum investment than CWGCX: MVGMX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 12.28 vs. MVGMX (4.08). MVGMX (43.47) and CWGCX (43.30) have equivalent 5 years return.
| CWGCX | MVGMX | CWGCX / MVGMX | |
| Total Expense Ratio | 1.49 | 0.76 | 196% |
| Annual Report Gross Expense Ratio | 1.49 | 0.82 | 182% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 15.632 | 13.516 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 0.82 | 1.78 | 46% |
| Returns for 1 year | 12.28 | 4.08 | 301% |
| Returns for 3 years | 51.16 | 39.54 | 129% |
| Returns for 5 years | 43.30 | 43.47 | 100% |
| Returns for 10 years | 71.02 | 107.28 | 66% |
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