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CWGFX vs MVGLX
CWGFX vs MVGLX Comparison
Open Charts CWGFX vs MVGLX
American Funds Capital World Gr&Inc F1
Price$65.30
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
MFS Low Volatility Global Equity R3
Price$17.19
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets267.28M
CWGFX vs MVGLX Comparison Chart
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CWGFX vs. MVGLX commentary
Mar 04, 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 MVGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. MVGLX (267M). CWGFX pays higher dividends than MVGLX: CWGFX (1.64) vs MVGLX (1.10). CWGFX was incepted earlier than MVGLX: CWGFX (24 years) vs MVGLX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGLX (25.00). 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 : 6.09 vs. CWGFX (4.68). CWGFX return over 5 years is better than : 37.86 vs. MVGLX (29.24).
| CWGFX | MVGLX | CWGFX / MVGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.029 | 3.867 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 267M | 47,566% |
| Annual Yield % from dividends | 1.64 | 1.10 | 149% |
| Returns for 1 year | 4.68 | 6.09 | 77% |
| Returns for 3 years | 19.84 | 18.00 | 110% |
| Returns for 5 years | 37.86 | 29.24 | 129% |
| Returns for 10 years | 45.54 | 76.17 | 60% |