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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
MFS Low Volatility Global Equity R4
Price$18.50
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets288.13M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX 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 MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. MVGMX (288M). MVGMX pays higher dividends than CWGFX: MVGMX (1.78) vs CWGFX (1.32). CWGFX was incepted earlier than MVGMX: CWGFX (25 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 : 12.09 vs. MVGMX (4.78). CWGFX return over 5 years is better than : 41.29 vs. MVGMX (37.99).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.797 | 13.414 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 288M | 48,611% |
| Annual Yield % from dividends | 1.32 | 1.78 | 74% |
| Returns for 1 year | 12.09 | 4.78 | 253% |
| Returns for 3 years | 50.45 | 34.44 | 146% |
| Returns for 5 years | 41.29 | 37.99 | 109% |
| Returns for 10 years | 73.63 | 98.36 | 75% |
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