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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
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 I
Price$18.44
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets288.12M
CWGFX vs MVGIX Comparison Chart in %
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CWGFX vs. MVGIX 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 MVGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MVGIX (288M). MVGIX pays higher dividends than CWGFX: MVGIX (1.78) vs CWGFX (1.32). 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 : 12.16 vs. MVGIX (4.26). CWGFX return over 5 years is better than : 41.60 vs. MVGIX (35.83).
| 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 | 18.909 | 13.045 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 288M | 48,264% |
| Annual Yield % from dividends | 1.32 | 1.78 | 74% |
| Returns for 1 year | 12.16 | 4.26 | 285% |
| Returns for 3 years | 50.59 | 33.56 | 151% |
| Returns for 5 years | 41.60 | 35.83 | 116% |
| Returns for 10 years | 73.79 | 90.45 | 82% |
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