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CWGCX vs MVGJX
CWGCX vs MVGJX Comparison
Open Charts CWGCX vs MVGJX
American Funds Capital World Gr&Inc C
Price$67.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
MFS Low Volatility Global Equity R1
Price$17.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.8M
CWGCX vs MVGJX Comparison Chart
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CWGCX vs. MVGJX commentary
Jun 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 Buy and MVGJX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. MVGJX (287M). CWGCX pays higher dividends than MVGJX: CWGCX (0.87) vs MVGJX (0.66). 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). MVGJX annual gain was more profitable for investors over the last year : 6.88 vs. CWGCX (5.34). CWGCX return over 5 years is better than : 41.80 vs. MVGJX (35.45).
| 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 | 8.328 | 8.389 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 287M | 45,645% |
| Annual Yield % from dividends | 0.87 | 0.66 | 132% |
| Returns for 1 year | 5.34 | 6.88 | 78% |
| Returns for 3 years | 27.29 | 23.22 | 118% |
| Returns for 5 years | 41.80 | 35.45 | 118% |
| Returns for 10 years | 48.54 | 70.10 | 69% |
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