Interact to see
Advertisement
Advertisement
CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity A
Price$18.14
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets297.47M
CWGFX vs MVGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGAX commentary
Aug 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 CWGFX is a StrongBuy and MVGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. MVGAX (297M). MVGAX pays higher dividends than CWGFX: MVGAX (1.61) 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 : 16.37 vs. MVGAX (8.15). CWGFX return over 5 years is better than : 46.06 vs. MVGAX (37.31).
| 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 | 13.459 | 10.640 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 1.42 | 1.61 | 89% |
| Returns for 1 year | 16.37 | 8.15 | 201% |
| Returns for 3 years | 42.58 | 29.00 | 147% |
| Returns for 5 years | 46.06 | 37.31 | 123% |
| Returns for 10 years | 58.62 | 76.01 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers