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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$75.01
Change-$0.11 (-0.15%)
VolumeN/A
Net Assets140.51B
MFS Low Volatility Global Equity R1
Price$18.44
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets285.69M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Oct 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 Hold and MVGJX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGJX (286M). CWGFX pays higher dividends than MVGJX: CWGFX (1.35) vs MVGJX (0.86). 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 : 9.66 vs. MVGJX (2.06). CWGFX return over 5 years is better than : 50.46 vs. MVGJX (33.96).
| 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 | 19.579 | 12.672 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 286M | 49,301% |
| Annual Yield % from dividends | 1.35 | 0.86 | 156% |
| Returns for 1 year | 9.66 | 2.06 | 469% |
| Returns for 3 years | 71.41 | 44.28 | 161% |
| Returns for 5 years | 50.46 | 33.96 | 149% |
| Returns for 10 years | 75.89 | 80.26 | 95% |
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