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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Low Volatility Global Equity R4
Price$18.57
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets304.18M
CWGFX vs MVGMX Comparison Chart in %
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CWGFX vs. MVGMX commentary
Sep 08, 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 (304M). MVGMX pays higher dividends than CWGFX: MVGMX (1.78) vs CWGFX (1.39). 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 : 13.11 vs. MVGMX (4.08). CWGFX return over 5 years is better than : 46.91 vs. MVGMX (43.47).
| 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 | 16.146 | 13.516 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 304M | 45,395% |
| Annual Yield % from dividends | 1.39 | 1.78 | 78% |
| Returns for 1 year | 13.11 | 4.08 | 321% |
| Returns for 3 years | 53.92 | 39.54 | 136% |
| Returns for 5 years | 46.91 | 43.47 | 108% |
| Returns for 10 years | 75.40 | 107.28 | 70% |
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