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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
MFS Low Volatility Global Equity R1
Price$18.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets302.06M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Aug 29, 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: 137B vs. MVGJX (302M). 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 : 10.59 vs. MVGJX (2.24). CWGFX return over 5 years is better than : 44.04 vs. MVGJX (33.15).
| 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 | 16.082 | 11.944 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 302M | 45,364% |
| Annual Yield % from dividends | 1.42 | 0.90 | 157% |
| Returns for 1 year | 10.59 | 2.24 | 473% |
| Returns for 3 years | 49.40 | 31.42 | 157% |
| Returns for 5 years | 44.04 | 33.15 | 133% |
| Returns for 10 years | 74.44 | 84.45 | 88% |
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