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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Low Volatility Global Equity R2
Price$18.63
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Oct 19, 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 MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGKX (287M). CWGFX pays higher dividends than MVGKX: CWGFX (1.35) vs MVGKX (1.25). CWGFX was incepted earlier than MVGKX: CWGFX (25 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 : 10.73 vs. MVGKX (2.60). CWGFX return over 5 years is better than : 50.48 vs. MVGKX (38.13).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.32 | 61% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.913 | 13.608 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 287M | 49,129% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | 10.73 | 2.60 | 413% |
| Returns for 3 years | 66.79 | 43.79 | 153% |
| Returns for 5 years | 50.48 | 38.13 | 132% |
| Returns for 10 years | 76.92 | 90.60 | 85% |