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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity I
Price$18.39
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
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CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
Sep 21, 2024
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 (279M). 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). MVGIX (24.66) and CWGFX (24.64) have marching annual gain over last year. CWGFX return over 5 years is better than : 45.58 vs. MVGIX (39.10).
| 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 | 14.140 | 17.337 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 279M | 45,878% |
| Annual Yield % from dividends | 1.64 | 1.33 | 123% |
| Returns for 1 year | 24.64 | 24.66 | 100% |
| Returns for 3 years | 8.96 | 13.39 | 67% |
| Returns for 5 years | 45.58 | 39.10 | 117% |
| Returns for 10 years | 52.63 | 92.39 | 57% |
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