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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
MFS Low Volatility Global Equity C
Price$17.32
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets280.12M
CWGFX vs MVGCX Comparison Chart
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CWGFX vs. MVGCX commentary
May 09, 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 MVGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. MVGCX (280M). CWGFX pays higher dividends than MVGCX: CWGFX (1.58) vs MVGCX (0.68). CWGFX was incepted earlier than MVGCX: CWGFX (24 years) vs MVGCX (11 years). MVGCX (1.82) is less costly to investors than CWGFX (0.80). MVGCX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGCX: CWGFX (250) vs MVGCX (1000). MVGCX annual gain was more profitable for investors over the last year : 6.92 vs. CWGFX (2.20). CWGFX return over 5 years is better than : 50.51 vs. MVGCX (40.98).
| CWGFX | MVGCX | CWGFX / MVGCX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.617 | 6.565 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 280M | 44,643% |
| Annual Yield % from dividends | 1.58 | 0.68 | 230% |
| Returns for 1 year | 2.20 | 6.92 | 32% |
| Returns for 3 years | 30.66 | 23.00 | 133% |
| Returns for 5 years | 50.51 | 40.98 | 123% |
| Returns for 10 years | 40.75 | 60.15 | 68% |
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