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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
MFS Low Volatility Global Equity A
Price$17.01
Change-$0.16 (-0.93%)
VolumeN/A
Net Assets265.26M
CWGFX vs MVGAX Comparison Chart
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CWGFX vs. MVGAX commentary
Apr 04, 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 CWGFX is a Buy and MVGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MVGAX (265M). CWGFX pays higher dividends than MVGAX: CWGFX (1.59) vs MVGAX (1.40). CWGFX was incepted earlier than MVGAX: CWGFX (24 years) vs MVGAX (11 years). MVGAX (1.07) is less costly to investors than CWGFX (0.80). MVGAX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGAX: CWGFX (250) vs MVGAX (1000). MVGAX annual gain was more profitable for investors over the last year : 5.44 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. MVGAX (56.89).
| CWGFX | MVGAX | CWGFX / MVGAX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 0.845 | 4.109 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 1.59 | 1.40 | 113% |
| Returns for 1 year | 0.19 | 5.44 | 3% |
| Returns for 3 years | 11.40 | 12.50 | 91% |
| Returns for 5 years | 68.06 | 56.89 | 120% |
| Returns for 10 years | 40.90 | 65.91 | 62% |
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