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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
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 R3
Price$16.75
Change+$0.30 (+1.82%)
VolumeN/A
Net Assets253.02M
CWGFX vs MVGLX Comparison Chart
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CWGFX vs. MVGLX 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 Hold and MVGLX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. MVGLX (253M). CWGFX pays higher dividends than MVGLX: CWGFX (1.59) vs MVGLX (1.40). CWGFX was incepted earlier than MVGLX: CWGFX (24 years) vs MVGLX (11 years). MVGLX (1.07) is less costly to investors than CWGFX (0.80). MVGLX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGLX has a lower initial minimum investment than CWGFX: MVGLX (0) vs CWGFX (250). MVGLX annual gain was more profitable for investors over the last year : 2.00 vs. CWGFX (-4.23). CWGFX return over 5 years is better than : 46.90 vs. MVGLX (40.28).
| CWGFX | MVGLX | CWGFX / MVGLX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.981 | -0.437 | 910% |
| 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 | 1.40 | 114% |
| Returns for 1 year | -4.23 | 2.00 | -212% |
| Returns for 3 years | 10.51 | 10.39 | 101% |
| Returns for 5 years | 46.90 | 40.28 | 116% |
| Returns for 10 years | 32.44 | 64.25 | 50% |
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