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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
MFS Low Volatility Global Equity R3
Price$18.00
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets286.8M
CWGFX vs MVGLX Comparison Chart
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CWGFX vs. MVGLX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MVGLX (287M). CWGFX pays higher dividends than MVGLX: CWGFX (1.49) vs MVGLX (1.34). 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). MVGLX annual gain was more profitable for investors over the last year : 7.61 vs. CWGFX (6.31). CWGFX return over 5 years is better than : 45.68 vs. MVGLX (40.75).
| 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 | 9.010 | 8.762 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 287M | 45,645% |
| Annual Yield % from dividends | 1.49 | 1.34 | 111% |
| Returns for 1 year | 6.31 | 7.61 | 83% |
| Returns for 3 years | 28.90 | 25.28 | 114% |
| Returns for 5 years | 45.68 | 40.75 | 112% |
| Returns for 10 years | 52.89 | 84.02 | 63% |
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