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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity R6
Price$17.15
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
CWGFX vs MVGNX Comparison Chart
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CWGFX vs. MVGNX commentary
Apr 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 Buy and MVGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MVGNX (265M). MVGNX pays higher dividends than CWGFX: MVGNX (1.73) vs CWGFX (1.59). CWGFX was incepted earlier than MVGNX: CWGFX (24 years) vs MVGNX (11 years). CWGFX (0.80) is less costly to investors than MVGNX (0.73). MVGNX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGNX has a lower initial minimum investment than CWGFX: MVGNX (0) vs CWGFX (250). MVGNX annual gain was more profitable for investors over the last year : 5.67 vs. CWGFX (0.81). CWGFX return over 5 years is better than : 68.06 vs. MVGNX (58.89).
| CWGFX | MVGNX | CWGFX / MVGNX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 0.73 | 110% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 0.845 | 4.188 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 1.59 | 1.73 | 92% |
| Returns for 1 year | 0.81 | 5.67 | 14% |
| Returns for 3 years | 12.38 | 13.64 | 91% |
| Returns for 5 years | 68.06 | 58.89 | 116% |
| Returns for 10 years | 41.91 | 70.37 | 60% |
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