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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$72.57
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets137.56B
MFS Low Volatility Global Equity R4
Price$18.42
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets300.6M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Aug 15, 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. MVGMX (301M). MVGMX pays higher dividends than CWGFX: MVGMX (1.84) vs CWGFX (1.42). CWGFX was incepted earlier than MVGMX: CWGFX (24 years) vs MVGMX (12 years). MVGMX (0.82) and CWGFX (0.80) have similar cost to investors . MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGMX has a lower initial minimum investment than CWGFX: MVGMX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 13.49 vs. MVGMX (6.98). CWGFX return over 5 years is better than : 47.25 vs. MVGMX (41.06).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.399 | 11.927 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 301M | 45,847% |
| Annual Yield % from dividends | 1.42 | 1.84 | 78% |
| Returns for 1 year | 13.49 | 6.98 | 193% |
| Returns for 3 years | 40.95 | 29.09 | 141% |
| Returns for 5 years | 47.25 | 41.06 | 115% |
| Returns for 10 years | 63.60 | 90.44 | 70% |
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