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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$68.20
Change-$0.29 (-0.42%)
VolumeN/A
Net Assets130.31B
MFS Low Volatility Global Equity R6
Price$17.76
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets285.13M
CWGFX vs MVGNX Comparison Chart in %
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CWGFX vs. MVGNX commentary
Jun 22, 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 Hold and MVGNX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. MVGNX (285M). MVGNX pays higher dividends than CWGFX: MVGNX (1.66) vs CWGFX (1.49). 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). MVGNX annual gain was more profitable for investors over the last year : 7.03 vs. CWGFX (5.04). CWGFX return over 5 years is better than : 48.78 vs. MVGNX (42.61).
| 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 | 8.450 | 7.894 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 285M | 45,614% |
| Annual Yield % from dividends | 1.49 | 1.66 | 90% |
| Returns for 1 year | 5.04 | 7.03 | 72% |
| Returns for 3 years | 43.14 | 32.40 | 133% |
| Returns for 5 years | 48.78 | 42.61 | 114% |
| Returns for 10 years | 49.43 | 75.21 | 66% |
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