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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$76.13
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
MFS Low Volatility Global Equity A
Price$18.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets297.66M
CWGFX vs MVGAX Comparison Chart in %
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CWGFX vs. MVGAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGAX (298M). MVGAX pays higher dividends than CWGFX: MVGAX (1.54) vs CWGFX (1.35). CWGFX was incepted earlier than MVGAX: CWGFX (25 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 : 12.74 vs. MVGAX (5.07). CWGFX return over 5 years is better than : 51.64 vs. MVGAX (37.90).
| CWGFX | MVGAX | CWGFX / MVGAX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 21.364 | 14.319 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 298M | 47,651% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 12.74 | 5.07 | 251% |
| Returns for 3 years | 70.07 | 47.36 | 148% |
| Returns for 5 years | 51.64 | 37.90 | 136% |
| Returns for 10 years | 79.54 | 92.73 | 86% |
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