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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity R4
Price$17.98
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets290.26M
CWGFX vs MVGMX Comparison Chart
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CWGFX vs. MVGMX commentary
Jun 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 Buy and MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MVGMX (290M). MVGMX pays higher dividends than CWGFX: MVGMX (1.58) vs CWGFX (1.49). 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). MVGMX annual gain was more profitable for investors over the last year : 8.77 vs. CWGFX (6.27). CWGFX return over 5 years is better than : 51.55 vs. MVGMX (47.35).
| 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 | 8.990 | 9.077 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.49 | 1.58 | 94% |
| Returns for 1 year | 6.27 | 8.77 | 72% |
| Returns for 3 years | 43.82 | 36.44 | 120% |
| Returns for 5 years | 51.55 | 47.35 | 109% |
| Returns for 10 years | 51.77 | 88.29 | 59% |
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