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CWGFX vs MVGAX
CWGFX vs MVGAX Comparison
Open Charts CWGFX vs MVGAX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
MFS Low Volatility Global Equity A
Price$17.17
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
CWGFX vs MVGAX Comparison Chart
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CWGFX vs. MVGAX commentary
Apr 25, 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: 119B vs. MVGAX (271M). 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 : 6.79 vs. CWGFX (-1.52). CWGFX return over 5 years is better than : 46.51 vs. MVGAX (43.84).
| 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 | -3.269 | 4.230 | -77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 271M | 43,911% |
| Annual Yield % from dividends | 1.59 | 1.40 | 113% |
| Returns for 1 year | -1.52 | 6.79 | -22% |
| Returns for 3 years | 14.67 | 16.03 | 92% |
| Returns for 5 years | 46.51 | 43.84 | 106% |
| Returns for 10 years | 31.67 | 63.41 | 50% |
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