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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
MFS Low Volatility Global Equity I
Price$16.87
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets263.97M
CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
Jan 31, 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 MVGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MVGIX (264M). CWGFX pays higher dividends than MVGIX: CWGFX (1.64) vs MVGIX (1.33). CWGFX was incepted earlier than MVGIX: CWGFX (24 years) vs MVGIX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGIX (25.00). MVGIX has a lower initial minimum investment than CWGFX: MVGIX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.49 vs. MVGIX (7.04). CWGFX return over 5 years is better than : 35.83 vs. MVGIX (23.29).
| CWGFX | MVGIX | CWGFX / MVGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.370 | 2.119 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 264M | 48,485% |
| Annual Yield % from dividends | 1.64 | 1.33 | 123% |
| Returns for 1 year | 11.49 | 7.04 | 163% |
| Returns for 3 years | 13.20 | 11.96 | 110% |
| Returns for 5 years | 35.83 | 23.29 | 154% |
| Returns for 10 years | 49.85 | 71.27 | 70% |
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