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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
MFS Low Volatility Global Equity C
Price$18.20
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets288.12M
CWGFX vs MVGCX Comparison Chart in %
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CWGFX vs. MVGCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MVGCX (288M). CWGFX pays higher dividends than MVGCX: CWGFX (1.32) vs MVGCX (0.89). 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 : 12.16 vs. MVGCX (3.12). CWGFX return over 5 years is better than : 41.60 vs. MVGCX (30.35).
| 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 | 18.909 | 12.035 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 288M | 48,264% |
| Annual Yield % from dividends | 1.32 | 0.89 | 148% |
| Returns for 1 year | 12.16 | 3.12 | 390% |
| Returns for 3 years | 50.59 | 29.86 | 169% |
| Returns for 5 years | 41.60 | 30.35 | 137% |
| Returns for 10 years | 73.79 | 75.71 | 97% |
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