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CWGCX vs MVGIX
CWGCX vs MVGIX Comparison
Open Charts CWGCX vs MVGIX
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Low Volatility Global Equity I
Price$17.71
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets282.78M
CWGCX vs MVGIX Comparison Chart
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CWGCX vs. MVGIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. MVGIX (283M). MVGIX pays higher dividends than CWGCX: MVGIX (1.61) vs CWGCX (0.92). 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 : 6.93 vs. CWGCX (2.67). CWGCX (50.69) and MVGIX (48.84) 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 | 5.615 | 7.803 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 283M | 45,230% |
| Annual Yield % from dividends | 0.92 | 1.61 | 57% |
| Returns for 1 year | 2.67 | 6.93 | 39% |
| Returns for 3 years | 27.87 | 25.45 | 110% |
| Returns for 5 years | 50.69 | 48.84 | 104% |
| Returns for 10 years | 40.64 | 72.13 | 56% |
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