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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
MFS Low Volatility Global Equity R1
Price$18.38
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets288.13M
CWGFX vs MVGJX Comparison Chart in %
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CWGFX vs. MVGJX commentary
Nov 20, 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: 140B vs. MVGJX (288M). CWGFX pays higher dividends than MVGJX: CWGFX (1.32) 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 : 12.09 vs. MVGJX (3.66). CWGFX return over 5 years is better than : 41.29 vs. MVGJX (31.19).
| 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 | 18.797 | 12.366 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 288M | 48,611% |
| Annual Yield % from dividends | 1.32 | 0.88 | 151% |
| Returns for 1 year | 12.09 | 3.66 | 331% |
| Returns for 3 years | 50.45 | 30.37 | 166% |
| Returns for 5 years | 41.29 | 31.19 | 132% |
| Returns for 10 years | 73.63 | 79.28 | 93% |
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