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CWGFX vs MEVIX
CWGFX vs MEVIX Comparison
Open Charts CWGFX vs MEVIX
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Lazard Managed Equity Volatility Instl
Price$13.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWGFX vs MEVIX Comparison Chart
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CWGFX vs. MEVIX commentary
Sep 07, 2024
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 CWGFX is a StrongBuy and MEVIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. MEVIX (7.96M). MEVIX pays higher dividends than CWGFX: MEVIX (2.61) vs CWGFX (1.64). CWGFX was incepted earlier than MEVIX: CWGFX (24 years) vs MEVIX (9 years). MEVIX is a more actively managed with annual turnover of: 83.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MEVIX: CWGFX (250) vs MEVIX (10000). CWGFX annual gain was more profitable for investors over the last year : 17.25 vs. MEVIX (10.01). CWGFX return over 5 years is better than : 40.69 vs. MEVIX (17.45).
| CWGFX | MEVIX | CWGFX / MEVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 10.290 | 5.760 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 7.96M | 1,521,056% |
| Annual Yield % from dividends | 1.64 | 2.61 | 63% |
| Returns for 1 year | 17.25 | 10.01 | 172% |
| Returns for 3 years | 1.53 | 2.30 | 66% |
| Returns for 5 years | 40.69 | 17.45 | 233% |
| Returns for 10 years | 45.42 | N/A | - |
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