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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Low Volatility Global Equity R2
Price$18.34
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets300.68M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Aug 16, 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 (301M). CWGFX pays higher dividends than MVGKX: CWGFX (1.42) vs MVGKX (1.31). 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 : 11.40 vs. MVGKX (5.41). CWGFX return over 5 years is better than : 47.31 vs. MVGKX (37.80).
| 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 | 15.446 | 11.654 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 301M | 45,515% |
| Annual Yield % from dividends | 1.42 | 1.31 | 109% |
| Returns for 1 year | 11.40 | 5.41 | 211% |
| Returns for 3 years | 41.09 | 26.82 | 153% |
| Returns for 5 years | 47.31 | 37.80 | 125% |
| Returns for 10 years | 64.09 | 81.58 | 79% |
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