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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
MFS Low Volatility Global Equity R1
Price$16.93
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets266.9M
CWGFX vs MVGJX Comparison Chart
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CWGFX vs. MVGJX commentary
Feb 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 StrongBuy and MVGJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MVGJX (267M). CWGFX pays higher dividends than MVGJX: CWGFX (1.64) vs MVGJX (0.43). CWGFX was incepted earlier than MVGJX: CWGFX (24 years) vs MVGJX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGJX (25.00). MVGJX has a lower initial minimum investment than CWGFX: MVGJX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 7.04 vs. MVGJX (4.63). CWGFX return over 5 years is better than : 32.49 vs. MVGJX (18.37).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.307 | 2.918 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 267M | 47,940% |
| Annual Yield % from dividends | 1.64 | 0.43 | 383% |
| Returns for 1 year | 7.04 | 4.63 | 152% |
| Returns for 3 years | 16.46 | 13.76 | 120% |
| Returns for 5 years | 32.49 | 18.37 | 177% |
| Returns for 10 years | 44.44 | 59.52 | 75% |
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