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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity I
Price$18.56
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets304.09M
CWGFX vs MVGIX Comparison Chart in %
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CWGFX vs. MVGIX commentary
Sep 08, 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 MVGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. MVGIX (304M). MVGIX pays higher dividends than CWGFX: MVGIX (1.78) vs CWGFX (1.39). CWGFX was incepted earlier than MVGIX: CWGFX (25 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). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. MVGIX (4.03). CWGFX return over 5 years is better than : 46.91 vs. MVGIX (41.21).
| CWGFX | MVGIX | CWGFX / MVGIX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 16.146 | 13.454 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 1.39 | 1.78 | 78% |
| Returns for 1 year | 13.11 | 4.03 | 326% |
| Returns for 3 years | 53.92 | 38.45 | 140% |
| Returns for 5 years | 46.91 | 41.21 | 114% |
| Returns for 10 years | 75.40 | 98.49 | 77% |
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