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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
MFS Low Volatility Global Equity R2
Price$18.51
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets288.13M
CWGFX vs MVGKX Comparison Chart in %
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CWGFX vs. MVGKX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MVGKX (288M). CWGFX (1.32) and MVGKX (1.27) have matching dividends . 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 : 12.09 vs. MVGKX (4.26). CWGFX return over 5 years is better than : 41.29 vs. MVGKX (34.58).
| 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 | 139B | 288M | 48,264% |
| Annual Yield % from dividends | 1.32 | 1.27 | 104% |
| Returns for 1 year | 12.09 | 4.26 | 284% |
| Returns for 3 years | 50.45 | 32.47 | 155% |
| Returns for 5 years | 41.29 | 34.58 | 119% |
| Returns for 10 years | 73.63 | 88.68 | 83% |
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