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CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
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 R1
Price$17.09
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
CWGFX vs MVGJX Comparison Chart
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CWGFX vs. MVGJX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MVGJX (265M). CWGFX pays higher dividends than MVGJX: CWGFX (1.59) vs MVGJX (0.68). CWGFX was incepted earlier than MVGJX: CWGFX (24 years) vs MVGJX (11 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 : 4.49 vs. CWGFX (0.81). CWGFX return over 5 years is better than : 68.06 vs. MVGJX (52.97).
| 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 | 11 years | - |
| Gain YTD | 0.845 | 3.891 | 22% |
| 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 | 0.68 | 232% |
| Returns for 1 year | 0.81 | 4.49 | 18% |
| Returns for 3 years | 12.38 | 11.45 | 108% |
| Returns for 5 years | 68.06 | 52.97 | 128% |
| Returns for 10 years | 41.91 | 61.18 | 69% |
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