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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$68.00
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity R2
Price$18.26
Change+$0.08 (+0.44%)
VolumeN/A
CapitalizationN/A
CWGFX vs MVGKX Comparison Chart
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CWGFX vs. MVGKX commentary
Nov 23, 2024
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 MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. MVGKX (275M). CWGFX pays higher dividends than MVGKX: CWGFX (1.64) vs MVGKX (0.88). CWGFX was incepted earlier than MVGKX: CWGFX (24 years) vs MVGKX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGKX (25.00). MVGKX has a lower initial minimum investment than CWGFX: MVGKX (0) vs CWGFX (250). MVGKX annual gain was more profitable for investors over the last year : 20.40 vs. CWGFX (19.17). CWGFX return over 5 years is better than : 41.11 vs. MVGKX (35.14).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.663 | 16.299 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 275M | 45,818% |
| Annual Yield % from dividends | 1.64 | 0.88 | 187% |
| Returns for 1 year | 19.17 | 20.40 | 94% |
| Returns for 3 years | 6.27 | 10.46 | 60% |
| Returns for 5 years | 41.11 | 35.14 | 117% |
| Returns for 10 years | 50.27 | 84.42 | 60% |