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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
MFS Low Volatility Global Equity R2
Price$17.54
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets280.12M
CWGFX vs MVGKX Comparison Chart
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CWGFX vs. MVGKX commentary
May 10, 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 MVGKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. MVGKX (280M). CWGFX pays higher dividends than MVGKX: CWGFX (1.58) vs MVGKX (1.14). CWGFX was incepted earlier than MVGKX: CWGFX (24 years) vs MVGKX (11 years). MVGKX (1.32) is less costly to investors than CWGFX (0.80). MVGKX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). 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 : 7.47 vs. CWGFX (2.20). CWGFX return over 5 years is better than : 50.51 vs. MVGKX (45.45).
| CWGFX | MVGKX | CWGFX / MVGKX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.32 | 61% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.617 | 6.715 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 280M | 44,643% |
| Annual Yield % from dividends | 1.58 | 1.14 | 139% |
| Returns for 1 year | 2.20 | 7.47 | 29% |
| Returns for 3 years | 30.66 | 25.62 | 120% |
| Returns for 5 years | 50.51 | 45.45 | 111% |
| Returns for 10 years | 40.75 | 72.65 | 56% |
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