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CWGCX vs MVGMX
CWGCX vs MVGMX Comparison
Open Charts CWGCX vs MVGMX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
MFS Low Volatility Global Equity R4
Price$16.43
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets253.46M
CWGCX vs MVGMX Comparison Chart
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CWGCX vs. MVGMX commentary
Apr 11, 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 Hold and MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. MVGMX (253M). MVGMX pays higher dividends than CWGCX: MVGMX (1.64) vs CWGCX (0.93). CWGCX was incepted earlier than MVGMX: CWGCX (24 years) vs MVGMX (11 years). CWGCX (1.49) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). MVGMX has a lower initial minimum investment than CWGCX: MVGMX (0) vs CWGCX (250). MVGMX annual gain was more profitable for investors over the last year : 2.32 vs. CWGCX (-4.78). CWGCX (43.23) and MVGMX (42.27) have equivalent 5 years return.
| CWGCX | MVGMX | CWGCX / MVGMX | |
| 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 | -4.311 | -0.205 | 2,108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 253M | 46,245% |
| Annual Yield % from dividends | 0.93 | 1.64 | 57% |
| Returns for 1 year | -4.78 | 2.32 | -206% |
| Returns for 3 years | 8.04 | 10.73 | 75% |
| Returns for 5 years | 43.23 | 42.27 | 102% |
| Returns for 10 years | 29.23 | 68.99 | 42% |
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