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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$71.84
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
MFS Low Volatility Global Equity I
Price$18.09
Change-$0.18 (-0.99%)
VolumeN/A
Net Assets300.47M
CWGFX vs MVGIX Comparison Chart in %
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CWGFX vs. MVGIX commentary
Jul 29, 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: 137B vs. MVGIX (300M). MVGIX pays higher dividends than CWGFX: MVGIX (1.82) vs CWGFX (1.42). 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). CWGFX annual gain was more profitable for investors over the last year : 12.76 vs. MVGIX (7.05). CWGFX return over 5 years is better than : 48.58 vs. MVGIX (39.90).
| 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 | 14.969 | 11.681 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 300M | 45,667% |
| Annual Yield % from dividends | 1.42 | 1.82 | 78% |
| Returns for 1 year | 12.76 | 7.05 | 181% |
| Returns for 3 years | 45.15 | 30.50 | 148% |
| Returns for 5 years | 48.58 | 39.90 | 122% |
| Returns for 10 years | 61.21 | 81.43 | 75% |