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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$71.57
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
MFS Low Volatility Global Equity A
Price$18.01
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets295.52M
CWGFX vs MVGAX Comparison Chart in %
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CWGFX vs. MVGAX commentary
Jul 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 Buy and MVGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGAX (296M). MVGAX pays higher dividends than CWGFX: MVGAX (1.59) vs CWGFX (1.42). CWGFX was incepted earlier than MVGAX: CWGFX (24 years) vs MVGAX (12 years). MVGAX (1.07) is less costly to investors than CWGFX (0.80). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGAX: CWGFX (250) vs MVGAX (1000). CWGFX annual gain was more profitable for investors over the last year : 8.90 vs. MVGAX (4.50). CWGFX return over 5 years is better than : 48.95 vs. MVGAX (39.12).
| CWGFX | MVGAX | CWGFX / MVGAX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.665 | 9.847 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 296M | 45,946% |
| Annual Yield % from dividends | 1.42 | 1.59 | 89% |
| Returns for 1 year | 8.90 | 4.50 | 198% |
| Returns for 3 years | 52.44 | 33.20 | 158% |
| Returns for 5 years | 48.95 | 39.12 | 125% |
| Returns for 10 years | 58.18 | 75.97 | 77% |
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