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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
MFS Low Volatility Global Equity R2
Price$18.58
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets304.09M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Sep 06, 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 MVGKX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. MVGKX (304M). CWGFX pays higher dividends than MVGKX: CWGFX (1.39) vs MVGKX (1.27). 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 : 13.11 vs. MVGKX (3.40). CWGFX return over 5 years is better than : 46.91 vs. MVGKX (39.78).
| 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 | 16.146 | 12.932 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 304M | 45,066% |
| Annual Yield % from dividends | 1.39 | 1.27 | 109% |
| Returns for 1 year | 13.11 | 3.40 | 386% |
| Returns for 3 years | 53.92 | 37.36 | 144% |
| Returns for 5 years | 46.91 | 39.78 | 118% |
| Returns for 10 years | 75.40 | 96.95 | 78% |
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