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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$68.21
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets129.24B
MFS Low Volatility Global Equity C
Price$17.72
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets285.22M
CWGFX vs MVGCX Comparison Chart
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CWGFX vs. MVGCX commentary
Jun 03, 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 MVGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MVGCX (285M). CWGFX pays higher dividends than MVGCX: CWGFX (1.49) vs MVGCX (0.67). 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). MVGCX annual gain was more profitable for investors over the last year : 7.03 vs. CWGFX (6.65). CWGFX return over 5 years is better than : 46.45 vs. MVGCX (35.37).
| 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 | 7.934 | 7.912 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 285M | 45,263% |
| Annual Yield % from dividends | 1.49 | 0.67 | 222% |
| Returns for 1 year | 6.65 | 7.03 | 95% |
| Returns for 3 years | 28.95 | 21.92 | 132% |
| Returns for 5 years | 46.45 | 35.37 | 131% |
| Returns for 10 years | 50.52 | 64.75 | 78% |
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