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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$72.57
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
MFS Low Volatility Global Equity A
Price$18.44
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets302.06M
CWGFX vs MVGAX Comparison Chart in %
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CWGFX vs. MVGAX commentary
Sep 01, 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 StrongBuy and MVGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. MVGAX (302M). MVGAX pays higher dividends than CWGFX: MVGAX (1.56) vs CWGFX (1.39). 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 : 9.69 vs. MVGAX (2.94). CWGFX return over 5 years is better than : 43.20 vs. MVGAX (36.60).
| 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 | 15.399 | 12.594 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 302M | 45,364% |
| Annual Yield % from dividends | 1.39 | 1.56 | 89% |
| Returns for 1 year | 9.69 | 2.94 | 330% |
| Returns for 3 years | 49.99 | 34.42 | 145% |
| Returns for 5 years | 43.20 | 36.60 | 118% |
| Returns for 10 years | 78.07 | 97.26 | 80% |
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