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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
MFS Low Volatility Global Equity R2
Price$18.51
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets302.01M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Sep 29, 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: 140B vs. MVGKX (302M). CWGFX pays higher dividends than MVGKX: CWGFX (1.39) vs MVGKX (1.27). 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 : 9.37 vs. MVGKX (2.05). CWGFX return over 5 years is better than : 54.88 vs. MVGKX (41.94).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.32 | 61% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.797 | 12.877 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 302M | 46,358% |
| Annual Yield % from dividends | 1.39 | 1.27 | 109% |
| Returns for 1 year | 9.37 | 2.05 | 458% |
| Returns for 3 years | 69.62 | 45.58 | 153% |
| Returns for 5 years | 54.88 | 41.94 | 131% |
| Returns for 10 years | 89.86 | 102.00 | 88% |
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