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CWGFX vs MVGMX
CWGFX vs MVGMX Comparison
Open Charts CWGFX vs MVGMX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
MFS Low Volatility Global Equity R4
Price$16.43
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets253.46M
CWGFX vs MVGMX Comparison Chart
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CWGFX vs. MVGMX commentary
Apr 11, 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 MVGMX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. MVGMX (253M). MVGMX (1.64) and CWGFX (1.59) have matching dividends . CWGFX was incepted earlier than MVGMX: CWGFX (24 years) vs MVGMX (11 years). MVGMX (0.82) and CWGFX (0.80) have similar cost to investors . MVGMX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGMX has a lower initial minimum investment than CWGFX: MVGMX (0) vs CWGFX (250). MVGMX annual gain was more profitable for investors over the last year : 2.32 vs. CWGFX (-4.10). CWGFX return over 5 years is better than : 46.64 vs. MVGMX (42.27).
| CWGFX | MVGMX | CWGFX / MVGMX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.82 | 98% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -4.156 | -0.205 | 2,031% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 253M | 46,245% |
| Annual Yield % from dividends | 1.59 | 1.64 | 97% |
| Returns for 1 year | -4.10 | 2.32 | -177% |
| Returns for 3 years | 9.79 | 10.73 | 91% |
| Returns for 5 years | 46.64 | 42.27 | 110% |
| Returns for 10 years | 32.33 | 68.99 | 47% |
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