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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$61.96
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
MFS Low Volatility Global Equity I
Price$17.17
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
Apr 24, 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 MVGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 118B vs. MVGIX (271M). MVGIX (1.64) and CWGFX (1.59) have matching dividends . CWGFX was incepted earlier than MVGIX: CWGFX (24 years) vs MVGIX (11 years). MVGIX (0.82) and CWGFX (0.80) have similar cost to investors . MVGIX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGIX has a lower initial minimum investment than CWGFX: MVGIX (0) vs CWGFX (250). MVGIX annual gain was more profitable for investors over the last year : 6.98 vs. CWGFX (-1.52). CWGFX (46.51) and MVGIX (45.24) have equivalent 5 years return.
| CWGFX | MVGIX | CWGFX / MVGIX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.269 | 4.284 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 271M | 43,542% |
| Annual Yield % from dividends | 1.59 | 1.64 | 97% |
| Returns for 1 year | -1.52 | 6.98 | -22% |
| Returns for 3 years | 14.67 | 16.66 | 88% |
| Returns for 5 years | 46.51 | 45.24 | 103% |
| Returns for 10 years | 31.67 | 66.09 | 48% |
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