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CWGCX vs MVGJX
CWGCX vs MVGJX Comparison
Open Charts CWGCX vs MVGJX
American Funds Capital World Gr&Inc C
Price$70.40
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
MFS Low Volatility Global Equity R1
Price$18.03
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets296.03M
CWGCX vs MVGJX Comparison Chart in %
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CWGCX vs. MVGJX commentary
Aug 07, 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 StrongBuy and MVGJX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. MVGJX (296M). MVGJX pays higher dividends than CWGCX: MVGJX (0.90) vs CWGCX (0.84). CWGCX was incepted earlier than MVGJX: CWGCX (24 years) vs MVGJX (12 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). CWGCX annual gain was more profitable for investors over the last year : 14.89 vs. MVGJX (7.51). CWGCX return over 5 years is better than : 42.10 vs. MVGJX (33.97).
| 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 | 12 years | - |
| Gain YTD | 12.733 | 10.172 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 296M | 45,270% |
| Annual Yield % from dividends | 0.84 | 0.90 | 92% |
| Returns for 1 year | 14.89 | 7.51 | 198% |
| Returns for 3 years | 40.20 | 27.02 | 149% |
| Returns for 5 years | 42.10 | 33.97 | 124% |
| Returns for 10 years | 55.76 | 70.53 | 79% |
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