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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
MFS Low Volatility Global Equity R1
Price$17.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.8M
CWGFX vs MVGJX Comparison Chart
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CWGFX vs. MVGJX commentary
Jun 07, 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 MVGJX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MVGJX (287M). CWGFX pays higher dividends than MVGJX: CWGFX (1.49) vs MVGJX (0.66). CWGFX was incepted earlier than MVGJX: CWGFX (24 years) vs MVGJX (12 years). MVGJX (1.82) is less costly to investors than CWGFX (0.80). MVGJX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGJX has a lower initial minimum investment than CWGFX: MVGJX (0) vs CWGFX (250). MVGJX annual gain was more profitable for investors over the last year : 6.88 vs. CWGFX (6.09). CWGFX return over 5 years is better than : 45.15 vs. MVGJX (35.45).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.614 | 8.389 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 287M | 45,645% |
| Annual Yield % from dividends | 1.49 | 0.66 | 226% |
| Returns for 1 year | 6.09 | 6.88 | 88% |
| Returns for 3 years | 29.36 | 23.22 | 126% |
| Returns for 5 years | 45.15 | 35.45 | 127% |
| Returns for 10 years | 52.08 | 70.10 | 74% |
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