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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MFS Low Volatility Global Equity R2
Price$16.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets265.06M
CWGFX vs MVGKX Comparison Chart
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CWGFX vs. MVGKX commentary
Jan 24, 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 MVGKX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MVGKX (265M). 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). CWGFX annual gain was more profitable for investors over the last year : 11.80 vs. MVGKX (5.45). CWGFX return over 5 years is better than : 31.29 vs. MVGKX (18.74).
| 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 | 3.929 | 0.786 | 500% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 265M | 48,679% |
| Annual Yield % from dividends | 1.64 | 0.88 | 187% |
| Returns for 1 year | 11.80 | 5.45 | 216% |
| Returns for 3 years | 13.72 | 11.51 | 119% |
| Returns for 5 years | 31.29 | 18.74 | 167% |
| Returns for 10 years | 48.10 | 68.78 | 70% |