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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
MFS Low Volatility Global Equity R6
Price$18.18
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets298.52M
CWGFX vs MVGNX Comparison Chart in %
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CWGFX vs. MVGNX commentary
Aug 11, 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 MVGNX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGNX (299M). MVGNX pays higher dividends than CWGFX: MVGNX (1.92) vs CWGFX (1.42). CWGFX was incepted earlier than MVGNX: CWGFX (24 years) vs MVGNX (12 years). CWGFX (0.80) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGNX has a lower initial minimum investment than CWGFX: MVGNX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 14.31 vs. MVGNX (8.11). CWGFX return over 5 years is better than : 46.80 vs. MVGNX (39.68).
| CWGFX | MVGNX | CWGFX / MVGNX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.73 | 110% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.031 | 11.311 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 299M | 45,485% |
| Annual Yield % from dividends | 1.42 | 1.92 | 74% |
| Returns for 1 year | 14.31 | 8.11 | 176% |
| Returns for 3 years | 44.10 | 30.50 | 145% |
| Returns for 5 years | 46.80 | 39.68 | 118% |
| Returns for 10 years | 61.01 | 82.34 | 74% |
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