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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$74.66
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
MFS Low Volatility Global Equity R6
Price$18.60
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets305.26M
CWGFX vs MVGNX Comparison Chart in %
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CWGFX vs. MVGNX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGNX (305M). MVGNX pays higher dividends than CWGFX: MVGNX (1.87) vs CWGFX (1.39). 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 : 13.31 vs. MVGNX (3.60). CWGFX return over 5 years is better than : 52.58 vs. MVGNX (42.39).
| 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 | 19.021 | 13.883 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 305M | 46,230% |
| Annual Yield % from dividends | 1.39 | 1.87 | 75% |
| Returns for 1 year | 13.31 | 3.60 | 369% |
| Returns for 3 years | 58.72 | 40.05 | 147% |
| Returns for 5 years | 52.58 | 42.39 | 124% |
| Returns for 10 years | 80.89 | 99.84 | 81% |
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