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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$74.97
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
MFS Low Volatility Global Equity R1
Price$18.47
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets305.26M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Sep 19, 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 MVGJX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGJX (305M). CWGFX pays higher dividends than MVGJX: CWGFX (1.39) vs MVGJX (0.88). CWGFX was incepted earlier than MVGJX: CWGFX (25 years) vs MVGJX (12 years). MVGJX (1.82) is less costly to investors than CWGFX (0.80). MVGJX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGJX has a lower initial minimum investment than CWGFX: MVGJX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 14.19 vs. MVGJX (2.90). CWGFX return over 5 years is better than : 53.21 vs. MVGJX (36.99).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.515 | 12.983 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 305M | 46,230% |
| Annual Yield % from dividends | 1.39 | 0.88 | 158% |
| Returns for 1 year | 14.19 | 2.90 | 489% |
| Returns for 3 years | 58.48 | 36.18 | 162% |
| Returns for 5 years | 53.21 | 36.99 | 144% |
| Returns for 10 years | 81.85 | 86.86 | 94% |
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