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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$75.64
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
MFS Low Volatility Global Equity R6
Price$18.66
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets298.24M
CWGFX vs MVGNX Comparison Chart in %
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CWGFX vs. MVGNX commentary
Oct 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 Buy and MVGNX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGNX (298M). MVGNX pays higher dividends than CWGFX: MVGNX (1.84) vs CWGFX (1.35). CWGFX was incepted earlier than MVGNX: CWGFX (25 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 : 12.18 vs. MVGNX (6.18). CWGFX return over 5 years is better than : 51.81 vs. MVGNX (40.96).
| CWGFX | MVGNX | CWGFX / MVGNX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.73 | 110% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 20.583 | 14.783 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 298M | 47,651% |
| Annual Yield % from dividends | 1.35 | 1.84 | 73% |
| Returns for 1 year | 12.18 | 6.18 | 197% |
| Returns for 3 years | 68.97 | 48.99 | 141% |
| Returns for 5 years | 51.81 | 40.96 | 126% |
| Returns for 10 years | 78.39 | 97.71 | 80% |
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