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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity I
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
Apr 03, 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: 123B vs. MVGIX (265M). 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 : 5.57 vs. CWGFX (-0.03). CWGFX return over 5 years is better than : 65.14 vs. MVGIX (58.42).
| 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 | 0.481 | 4.163 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 1.59 | 1.64 | 97% |
| Returns for 1 year | -0.03 | 5.57 | -1% |
| Returns for 3 years | 11.98 | 13.40 | 89% |
| Returns for 5 years | 65.14 | 58.42 | 112% |
| Returns for 10 years | 41.40 | 69.51 | 60% |
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