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CWGCX vs MVGIX
CWGCX vs MVGIX Comparison
Open Charts CWGCX vs MVGIX
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity I
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
CWGCX vs MVGIX Comparison Chart
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CWGCX vs. MVGIX commentary
Apr 03, 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 CWGCX is a Buy and MVGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. MVGIX (265M). MVGIX pays higher dividends than CWGCX: MVGIX (1.64) vs CWGCX (0.93). CWGCX was incepted earlier than MVGIX: CWGCX (24 years) vs MVGIX (11 years). CWGCX (1.49) is less costly to investors than MVGIX (0.82). MVGIX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGIX has a lower initial minimum investment than CWGCX: MVGIX (0) vs CWGCX (250). MVGIX annual gain was more profitable for investors over the last year : 5.57 vs. CWGCX (-0.74). CWGCX (61.34) and MVGIX (58.42) have equivalent 5 years return.
| CWGCX | MVGIX | CWGCX / MVGIX | |
| Total Expense Ratio | 1.49 | 0.76 | 196% |
| Annual Report Gross Expense Ratio | 1.49 | 0.82 | 182% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 0.333 | 4.163 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 0.93 | 1.64 | 57% |
| Returns for 1 year | -0.74 | 5.57 | -13% |
| Returns for 3 years | 10.18 | 13.40 | 76% |
| Returns for 5 years | 61.34 | 58.42 | 105% |
| Returns for 10 years | 38.07 | 69.51 | 55% |
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