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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
MFS Low Volatility Global Equity R2
Price$18.21
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets292.23M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Jul 05, 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 MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. MVGKX (292M). CWGFX pays higher dividends than MVGKX: CWGFX (1.42) vs MVGKX (1.30). CWGFX was incepted earlier than MVGKX: CWGFX (24 years) vs MVGKX (12 years). MVGKX (1.32) is less costly to investors than CWGFX (0.80). MVGKX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGKX has a lower initial minimum investment than CWGFX: MVGKX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 9.29 vs. MVGKX (8.51). CWGFX return over 5 years is better than : 52.71 vs. MVGKX (44.32).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.32 | 61% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.538 | 10.436 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 292M | 46,233% |
| Annual Yield % from dividends | 1.42 | 1.30 | 110% |
| Returns for 1 year | 9.29 | 8.51 | 109% |
| Returns for 3 years | 50.04 | 32.43 | 154% |
| Returns for 5 years | 52.71 | 44.32 | 119% |
| Returns for 10 years | 62.66 | 82.80 | 76% |
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