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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity R4
Price$18.19
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGMX (293M). MVGMX pays higher dividends than CWGFX: MVGMX (1.82) 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). MVGMX (9.48) and CWGFX (9.29) have marching annual gain over last year. CWGFX return over 5 years is better than : 52.71 vs. MVGMX (48.49).
| 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 | 13.538 | 11.193 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 1.42 | 1.82 | 78% |
| Returns for 1 year | 9.29 | 9.48 | 98% |
| Returns for 3 years | 50.04 | 34.86 | 144% |
| Returns for 5 years | 52.71 | 48.49 | 109% |
| Returns for 10 years | 62.66 | 92.90 | 67% |
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