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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
American Funds Capital World Gr&Inc F1
Price$71.57
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
MFS Low Volatility Global Equity R3
Price$18.04
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets295.52M
CWGFX vs MVGLX Comparison Chart in %
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CWGFX vs. MVGLX commentary
Jul 19, 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 MVGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGLX (296M). MVGLX pays higher dividends than CWGFX: MVGLX (1.59) vs CWGFX (1.42). CWGFX was incepted earlier than MVGLX: CWGFX (24 years) vs MVGLX (12 years). MVGLX (1.07) is less costly to investors than CWGFX (0.80). MVGLX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGLX has a lower initial minimum investment than CWGFX: MVGLX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 8.90 vs. MVGLX (4.49). CWGFX return over 5 years is better than : 48.95 vs. MVGLX (40.92).
| CWGFX | MVGLX | CWGFX / MVGLX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.665 | 9.833 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 296M | 45,946% |
| Annual Yield % from dividends | 1.42 | 1.59 | 89% |
| Returns for 1 year | 8.90 | 4.49 | 198% |
| Returns for 3 years | 52.44 | 34.03 | 154% |
| Returns for 5 years | 48.95 | 40.92 | 120% |
| Returns for 10 years | 58.18 | 82.32 | 71% |
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