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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$70.99
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
MFS Low Volatility Global Equity R1
Price$17.74
Change-$0.19 (-1.06%)
VolumeN/A
Net Assets295.37M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Jul 16, 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 Buy and MVGJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGJX (295M). CWGFX pays higher dividends than MVGJX: CWGFX (1.42) vs MVGJX (0.90). CWGFX was incepted earlier than MVGJX: CWGFX (24 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 : 6.81 vs. MVGJX (3.64). CWGFX return over 5 years is better than : 48.57 vs. MVGJX (35.02).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 12.886 | 8.400 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 295M | 46,102% |
| Annual Yield % from dividends | 1.42 | 0.90 | 159% |
| Returns for 1 year | 6.81 | 3.64 | 187% |
| Returns for 3 years | 51.28 | 29.17 | 176% |
| Returns for 5 years | 48.57 | 35.02 | 139% |
| Returns for 10 years | 56.90 | 67.64 | 84% |
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