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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
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 R4
Price$16.66
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets265.06M
CWGFX vs MVGMX Comparison Chart
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CWGFX vs. MVGMX commentary
Jan 23, 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 MVGMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MVGMX (265M). CWGFX pays higher dividends than MVGMX: CWGFX (1.64) vs MVGMX (1.33). CWGFX was incepted earlier than MVGMX: CWGFX (24 years) vs MVGMX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGMX (25.00). MVGMX has a lower initial minimum investment than CWGFX: MVGMX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.80 vs. MVGMX (5.98). CWGFX return over 5 years is better than : 31.29 vs. MVGMX (21.72).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| 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 | 0.847 | 464% |
| 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 | 1.33 | 123% |
| Returns for 1 year | 11.80 | 5.98 | 197% |
| Returns for 3 years | 13.72 | 13.15 | 104% |
| Returns for 5 years | 31.29 | 21.72 | 144% |
| Returns for 10 years | 48.10 | 77.41 | 62% |