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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
MFS Low Volatility Global Equity R2
Price$18.29
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets300.47M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Jul 27, 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 (300M). 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 : 13.72 vs. MVGKX (7.57). CWGFX return over 5 years is better than : 50.98 vs. MVGKX (40.94).
| 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 | 14.969 | 11.349 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 300M | 45,667% |
| Annual Yield % from dividends | 1.42 | 1.30 | 110% |
| Returns for 1 year | 13.72 | 7.57 | 181% |
| Returns for 3 years | 50.80 | 32.31 | 157% |
| Returns for 5 years | 50.98 | 40.94 | 125% |
| Returns for 10 years | 62.85 | 81.72 | 77% |
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