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CWGFX vs MVGCX
CWGFX vs MVGCX Comparison
Open Charts CWGFX vs MVGCX
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
MFS Low Volatility Global Equity C
Price$16.53
Change+$0.29 (+1.79%)
VolumeN/A
Net Assets253.02M
CWGFX vs MVGCX Comparison Chart
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CWGFX vs. MVGCX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. MVGCX (253M). CWGFX pays higher dividends than MVGCX: CWGFX (1.59) vs MVGCX (0.70). 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 : 1.22 vs. CWGFX (-4.23). CWGFX return over 5 years is better than : 46.90 vs. MVGCX (34.26).
| 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 | -3.981 | -0.596 | 668% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 253M | 45,455% |
| Annual Yield % from dividends | 1.59 | 0.70 | 228% |
| Returns for 1 year | -4.23 | 1.22 | -348% |
| Returns for 3 years | 10.51 | 7.32 | 144% |
| Returns for 5 years | 46.90 | 34.26 | 137% |
| Returns for 10 years | 32.44 | 48.61 | 67% |
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