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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
MFS Low Volatility Global Equity R3
Price$18.23
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets298.52M
CWGFX vs MVGLX Comparison Chart in %
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CWGFX vs. MVGLX commentary
Aug 11, 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 MVGLX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGLX (299M). MVGLX pays higher dividends than CWGFX: MVGLX (1.61) 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 : 14.31 vs. MVGLX (7.73). CWGFX return over 5 years is better than : 46.80 vs. MVGLX (39.80).
| 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 | 14.031 | 11.113 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 299M | 45,485% |
| Annual Yield % from dividends | 1.42 | 1.61 | 89% |
| Returns for 1 year | 14.31 | 7.73 | 185% |
| Returns for 3 years | 44.10 | 30.29 | 146% |
| Returns for 5 years | 46.80 | 39.80 | 118% |
| Returns for 10 years | 61.01 | 84.93 | 72% |
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