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CWGCX vs MVGNX
CWGCX vs MVGNX Comparison
Open Charts CWGCX vs MVGNX
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
MFS Low Volatility Global Equity R6
Price$18.18
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets298.52M
CWGCX vs MVGNX Comparison Chart in %
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CWGCX vs. MVGNX commentary
Aug 11, 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 MVGNX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. MVGNX (299M). MVGNX pays higher dividends than CWGCX: MVGNX (1.92) vs CWGCX (0.84). CWGCX was incepted earlier than MVGNX: CWGCX (24 years) vs MVGNX (12 years). CWGCX (1.49) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGNX has a lower initial minimum investment than CWGCX: MVGNX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 13.48 vs. MVGNX (8.11). CWGCX return over 5 years is better than : 43.17 vs. MVGNX (39.68).
| CWGCX | MVGNX | CWGCX / MVGNX | |
| Total Expense Ratio | 1.49 | 0.70 | 213% |
| Annual Report Gross Expense Ratio | 1.49 | 0.73 | 204% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.582 | 11.311 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 299M | 45,485% |
| Annual Yield % from dividends | 0.84 | 1.92 | 43% |
| Returns for 1 year | 13.48 | 8.11 | 166% |
| Returns for 3 years | 41.53 | 30.50 | 136% |
| Returns for 5 years | 43.17 | 39.68 | 109% |
| Returns for 10 years | 56.97 | 82.34 | 69% |
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