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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
MFS Low Volatility Global Equity R1
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets262.61M
CWGFX vs MVGJX Comparison Chart
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CWGFX vs. MVGJX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. MVGJX (263M). 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 : 10.89 vs. MVGJX (4.82). CWGFX return over 5 years is better than : 27.58 vs. MVGJX (14.33).
| 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 | 2.051 | -0.122 | -1,687% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 263M | 48,289% |
| Annual Yield % from dividends | 1.64 | 0.43 | 383% |
| Returns for 1 year | 10.89 | 4.82 | 226% |
| Returns for 3 years | 8.51 | 7.35 | 116% |
| Returns for 5 years | 27.58 | 14.33 | 192% |
| Returns for 10 years | 47.73 | 59.98 | 80% |
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