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CWGFX vs MVGIX
CWGFX vs MVGIX Comparison
Open Charts CWGFX vs MVGIX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Low Volatility Global Equity I
Price$17.71
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets282.78M
CWGFX vs MVGIX Comparison Chart
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CWGFX vs. MVGIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MVGIX (283M). MVGIX (1.61) and CWGFX (1.58) 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 : 6.93 vs. CWGFX (3.41). CWGFX return over 5 years is better than : 54.27 vs. MVGIX (48.84).
| 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 | 5.877 | 7.803 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 283M | 45,230% |
| Annual Yield % from dividends | 1.58 | 1.61 | 98% |
| Returns for 1 year | 3.41 | 6.93 | 49% |
| Returns for 3 years | 29.97 | 25.45 | 118% |
| Returns for 5 years | 54.27 | 48.84 | 111% |
| Returns for 10 years | 44.04 | 72.13 | 61% |
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