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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
MFS Low Volatility Global Equity I
Price$18.60
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets285.3M
CWGFX vs MVGIX Comparison Chart in %
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CWGFX vs. MVGIX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGIX (285M). MVGIX pays higher dividends than CWGFX: MVGIX (1.76) vs CWGFX (1.35). 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 : 10.86 vs. MVGIX (2.56). CWGFX return over 5 years is better than : 50.66 vs. MVGIX (38.65).
| 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 | 20.057 | 13.474 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 285M | 49,474% |
| Annual Yield % from dividends | 1.35 | 1.76 | 77% |
| Returns for 1 year | 10.86 | 2.56 | 425% |
| Returns for 3 years | 66.99 | 44.68 | 150% |
| Returns for 5 years | 50.66 | 38.65 | 131% |
| Returns for 10 years | 77.14 | 92.04 | 84% |
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