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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
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 R3
Price$18.47
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets288.12M
CWGFX vs MVGLX Comparison Chart in %
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CWGFX vs. MVGLX 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 MVGLX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MVGLX (288M). MVGLX pays higher dividends than CWGFX: MVGLX (1.56) vs CWGFX (1.32). CWGFX was incepted earlier than MVGLX: CWGFX (25 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 : 12.16 vs. MVGLX (4.01). CWGFX return over 5 years is better than : 41.60 vs. MVGLX (36.26).
| CWGFX | MVGLX | CWGFX / MVGLX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.909 | 12.832 | 147% |
| 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 | 1.56 | 85% |
| Returns for 1 year | 12.16 | 4.01 | 303% |
| Returns for 3 years | 50.59 | 33.05 | 153% |
| Returns for 5 years | 41.60 | 36.26 | 115% |
| Returns for 10 years | 73.79 | 92.96 | 79% |
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