Ad is loading...
CWGCX vs MVGJX
CWGCX vs MVGJX Comparison
Open Charts CWGCX vs MVGJX
American Funds Capital World Gr&Inc C
Price$61.32
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets117.94B
MFS Low Volatility Global Equity R1
Price$17.08
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
CWGCX vs MVGJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MVGJX commentary
Apr 24, 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 MVGJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 118B vs. MVGJX (271M). CWGCX pays higher dividends than MVGJX: CWGCX (0.93) vs MVGJX (0.68). CWGCX was incepted earlier than MVGJX: CWGCX (24 years) vs MVGJX (11 years). MVGJX (1.82) is less costly to investors than CWGCX (1.49). MVGJX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGJX has a lower initial minimum investment than CWGCX: MVGJX (0) vs CWGCX (250). MVGJX annual gain was more profitable for investors over the last year : 5.91 vs. CWGCX (-2.22). CWGCX return over 5 years is better than : 43.13 vs. MVGJX (40.26).
| CWGCX | MVGJX | CWGCX / MVGJX | |
| Total Expense Ratio | 1.49 | 1.76 | 85% |
| Annual Report Gross Expense Ratio | 1.49 | 1.82 | 82% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.450 | 3.951 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 271M | 43,542% |
| Annual Yield % from dividends | 0.93 | 0.68 | 136% |
| Returns for 1 year | -2.22 | 5.91 | -38% |
| Returns for 3 years | 12.83 | 14.67 | 87% |
| Returns for 5 years | 43.13 | 40.26 | 107% |
| Returns for 10 years | 28.60 | 57.81 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...