Interact to see
Advertisement
Advertisement
CWGCX vs MVGMX
CWGCX vs MVGMX Comparison
Open Charts CWGCX vs MVGMX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity R4
Price$18.19
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
CWGCX vs MVGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MVGMX commentary
Jul 06, 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 MVGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. MVGMX (293M). MVGMX pays higher dividends than CWGCX: MVGMX (1.82) vs CWGCX (0.83). CWGCX was incepted earlier than MVGMX: CWGCX (24 years) vs MVGMX (12 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 : 9.48 vs. CWGCX (8.49). CWGCX (48.95) and MVGMX (48.49) 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 | 12 years | - |
| Gain YTD | 13.166 | 11.193 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 0.83 | 1.82 | 46% |
| Returns for 1 year | 8.49 | 9.48 | 90% |
| Returns for 3 years | 47.34 | 34.86 | 136% |
| Returns for 5 years | 48.95 | 48.49 | 101% |
| Returns for 10 years | 58.53 | 92.90 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMCMX | 44.81 | 0.47 | +1.06% |
| American Funds AMCAP 529-F-3 | |||
| FDESX | 37.47 | 0.36 | +0.97% |
| Fidelity Advisor Diversified Stock O | |||
| WAESX | 18.07 | 0.11 | +0.61% |
| Wasatch Emerging Markets Select Investor | |||
| SCJIX | 8.05 | 0.03 | +0.37% |
| Steward Covered Call Income I | |||
| CSHNX | 11.40 | 0.01 | +0.09% |
| NYLI Cushing® MLP Premier Investor Class | |||