Interact to see
Advertisement
Advertisement
CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$74.97
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
MFS Low Volatility Global Equity C
Price$18.35
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets305.26M
CWGFX vs MVGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGCX commentary
Sep 19, 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 MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGCX (305M). CWGFX pays higher dividends than MVGCX: CWGFX (1.39) vs MVGCX (0.90). CWGFX was incepted earlier than MVGCX: CWGFX (25 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 : 14.19 vs. MVGCX (2.88). CWGFX return over 5 years is better than : 53.21 vs. MVGCX (36.22).
| CWGFX | MVGCX | CWGFX / MVGCX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.515 | 13.029 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 305M | 46,230% |
| Annual Yield % from dividends | 1.39 | 0.90 | 155% |
| Returns for 1 year | 14.19 | 2.88 | 492% |
| Returns for 3 years | 58.48 | 35.96 | 163% |
| Returns for 5 years | 53.21 | 36.22 | 147% |
| Returns for 10 years | 81.85 | 83.26 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement