CWGIX vs. MFWIX
Compare and contrast key facts about American Funds Capital World Growth and Income Fund Class A (CWGIX) and MFS Global Total Return Fund Class I (MFWIX).
CWGIX is managed by American Funds. It was launched on Mar 26, 1993. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
CWGIX vs. MFWIX - Performance Comparison
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Returns By Period
In the year-to-date period, CWGIX achieves a -0.15% return, which is significantly lower than MFWIX's 1.29% return. Over the past 10 years, CWGIX has outperformed MFWIX with an annualized return of 10.73%, while MFWIX has yielded a comparatively lower 6.37% annualized return.
CWGIX
- 1D
- -0.20%
- 1M
- -2.75%
- YTD
- -0.15%
- 6M
- 2.82%
- 1Y
- 33.11%
- 3Y*
- 16.92%
- 5Y*
- 8.93%
- 10Y*
- 10.73%
MFWIX
- 1D
- -0.17%
- 1M
- -1.93%
- YTD
- 1.29%
- 6M
- 3.05%
- 1Y
- 18.38%
- 3Y*
- 9.32%
- 5Y*
- 4.98%
- 10Y*
- 6.37%
CWGIX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | -0.15% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
MFWIX MFS Global Total Return Fund Class I | 1.29% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Correlation
The correlation between CWGIX and MFWIX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
CWGIX vs. MFWIX - Expense Ratio Comparison
CWGIX has a 0.75% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
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Return for Risk
CWGIX vs. MFWIX — Risk / Return Rank
CWGIX
MFWIX
CWGIX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Growth and Income Fund Class A (CWGIX) and MFS Global Total Return Fund Class I (MFWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CWGIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.46 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.11 | 2.01 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.94 | +0.21 |
Martin ratioReturn relative to average drawdown | 8.85 | 7.32 | +1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CWGIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.46 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.55 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.66 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.71 | -0.05 |
Drawdowns
CWGIX vs. MFWIX - Drawdown Comparison
The maximum CWGIX drawdown since its inception was -54.47%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for CWGIX and MFWIX.
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Drawdown Indicators
| CWGIX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.47% | -33.01% | -21.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -6.73% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -20.22% | -6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -32.00% | -23.36% | -8.64% |
Current DrawdownCurrent decline from peak | -6.75% | -4.85% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -3.83% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.82% | +0.88% |
Volatility
CWGIX vs. MFWIX - Volatility Comparison
American Funds Capital World Growth and Income Fund Class A (CWGIX) has a higher volatility of 5.96% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.24%. This indicates that CWGIX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CWGIX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 3.24% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 5.43% | +5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 8.96% | +7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.04% | 9.11% | +5.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.97% | 9.60% | +6.37% |
Dividends
CWGIX vs. MFWIX - Dividend Comparison
CWGIX's dividend yield for the trailing twelve months is around 10.59%, more than MFWIX's 8.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | 10.59% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
MFWIX MFS Global Total Return Fund Class I | 8.65% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |