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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
MFS Low Volatility Global Equity A
Price$17.93
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets286.83M
CWGFX vs MVGAX Comparison Chart
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CWGFX vs. MVGAX commentary
Jun 07, 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: 131B vs. MVGAX (287M). CWGFX pays higher dividends than MVGAX: CWGFX (1.49) vs MVGAX (1.35). 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). MVGAX annual gain was more profitable for investors over the last year : 7.76 vs. CWGFX (6.09). CWGFX return over 5 years is better than : 45.15 vs. MVGAX (38.96).
| 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 | 8.614 | 8.778 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 287M | 45,645% |
| Annual Yield % from dividends | 1.49 | 1.35 | 110% |
| Returns for 1 year | 6.09 | 7.76 | 78% |
| Returns for 3 years | 29.36 | 24.69 | 119% |
| Returns for 5 years | 45.15 | 38.96 | 116% |
| Returns for 10 years | 52.08 | 76.11 | 68% |
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