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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
MFS Low Volatility Global Equity C
Price$17.76
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets289.44M
CWGFX vs MVGCX Comparison Chart in %
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CWGFX vs. MVGCX commentary
Jun 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. MVGCX (289M). 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). CWGFX annual gain was more profitable for investors over the last year : 9.64 vs. MVGCX (6.70). CWGFX return over 5 years is better than : 56.39 vs. MVGCX (40.89).
| 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 | 12.377 | 8.708 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 289M | 46,713% |
| Annual Yield % from dividends | 1.49 | 0.67 | 222% |
| Returns for 1 year | 9.64 | 6.70 | 144% |
| Returns for 3 years | 46.88 | 28.80 | 163% |
| Returns for 5 years | 56.39 | 40.89 | 138% |
| Returns for 10 years | 60.20 | 68.35 | 88% |
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