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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$68.21
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets129.24B
MFS Low Volatility Global Equity R2
Price$17.95
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets285.22M
CWGFX vs MVGKX Comparison Chart
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CWGFX vs. MVGKX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MVGKX (285M). CWGFX pays higher dividends than MVGKX: CWGFX (1.49) vs MVGKX (1.11). 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). MVGKX annual gain was more profitable for investors over the last year : 7.64 vs. CWGFX (6.65). CWGFX return over 5 years is better than : 46.45 vs. MVGKX (39.68).
| 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 | 7.934 | 8.107 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 285M | 45,263% |
| Annual Yield % from dividends | 1.49 | 1.11 | 134% |
| Returns for 1 year | 6.65 | 7.64 | 87% |
| Returns for 3 years | 28.95 | 24.51 | 118% |
| Returns for 5 years | 46.45 | 39.68 | 117% |
| Returns for 10 years | 50.52 | 77.52 | 65% |
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