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CWGFX vs MVGKX
CWGFX vs MVGKX Comparison
Open Charts CWGFX vs MVGKX
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
MFS Low Volatility Global Equity R2
Price$16.73
Change+$0.29 (+1.76%)
VolumeN/A
Net Assets253.02M
CWGFX vs MVGKX Comparison Chart
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CWGFX vs. MVGKX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. MVGKX (253M). CWGFX pays higher dividends than MVGKX: CWGFX (1.59) vs MVGKX (1.16). 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 : 1.81 vs. CWGFX (-4.23). CWGFX return over 5 years is better than : 46.90 vs. MVGKX (38.56).
| 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 | -3.981 | -0.488 | 815% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 253M | 45,455% |
| Annual Yield % from dividends | 1.59 | 1.16 | 137% |
| Returns for 1 year | -4.23 | 1.81 | -233% |
| Returns for 3 years | 10.51 | 9.59 | 110% |
| Returns for 5 years | 46.90 | 38.56 | 122% |
| Returns for 10 years | 32.44 | 60.16 | 54% |
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