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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$71.76
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets135.81B
MFS Low Volatility Global Equity C
Price$18.22
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets302.72M
CWGFX vs MVGCX Comparison Chart in %
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CWGFX vs. MVGCX commentary
Aug 22, 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 Hold and MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGCX (303M). CWGFX pays higher dividends than MVGCX: CWGFX (1.42) vs MVGCX (0.92). CWGFX was incepted earlier than MVGCX: CWGFX (24 years) vs MVGCX (12 years). MVGCX (1.82) is less costly to investors than CWGFX (0.80). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGCX: CWGFX (250) vs MVGCX (1000). CWGFX annual gain was more profitable for investors over the last year : 9.00 vs. MVGCX (3.42). CWGFX return over 5 years is better than : 45.88 vs. MVGCX (34.50).
| CWGFX | MVGCX | CWGFX / MVGCX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.365 | 12.168 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 303M | 44,884% |
| Annual Yield % from dividends | 1.42 | 0.92 | 154% |
| Returns for 1 year | 9.00 | 3.42 | 263% |
| Returns for 3 years | 45.14 | 28.21 | 160% |
| Returns for 5 years | 45.88 | 34.50 | 133% |
| Returns for 10 years | 77.96 | 86.23 | 90% |
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