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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MFS Low Volatility Global Equity A
Price$16.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets265.06M
CWGFX vs MVGAX Comparison Chart
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CWGFX vs. MVGAX commentary
Jan 23, 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 StrongBuy and MVGAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MVGAX (265M). CWGFX pays higher dividends than MVGAX: CWGFX (1.64) vs MVGAX (1.10). CWGFX was incepted earlier than MVGAX: CWGFX (24 years) vs MVGAX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGAX (25.00). CWGFX has a lower initial minimum investment than MVGAX: CWGFX (250) vs MVGAX (1000). CWGFX annual gain was more profitable for investors over the last year : 11.80 vs. MVGAX (5.79). CWGFX return over 5 years is better than : 31.29 vs. MVGAX (18.69).
| CWGFX | MVGAX | CWGFX / MVGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.929 | 0.847 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 265M | 48,679% |
| Annual Yield % from dividends | 1.64 | 1.10 | 149% |
| Returns for 1 year | 11.80 | 5.79 | 204% |
| Returns for 3 years | 13.72 | 10.96 | 125% |
| Returns for 5 years | 31.29 | 18.69 | 167% |
| Returns for 10 years | 48.10 | 65.46 | 73% |