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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity I
Price$17.98
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets290.26M
CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
Jun 15, 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 MVGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MVGIX (290M). MVGIX pays higher dividends than CWGFX: MVGIX (1.57) vs CWGFX (1.49). CWGFX was incepted earlier than MVGIX: CWGFX (24 years) vs MVGIX (12 years). MVGIX (0.82) and CWGFX (0.80) have similar cost to investors . MVGIX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGIX has a lower initial minimum investment than CWGFX: MVGIX (0) vs CWGFX (250). MVGIX annual gain was more profitable for investors over the last year : 8.84 vs. CWGFX (6.27). CWGFX return over 5 years is better than : 51.55 vs. MVGIX (45.11).
| CWGFX | MVGIX | CWGFX / MVGIX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.990 | 9.077 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.49 | 1.57 | 95% |
| Returns for 1 year | 6.27 | 8.84 | 71% |
| Returns for 3 years | 43.82 | 34.65 | 126% |
| Returns for 5 years | 51.55 | 45.11 | 114% |
| Returns for 10 years | 51.77 | 79.23 | 65% |
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