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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$66.27
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
MFS Low Volatility Global Equity R6
Price$17.60
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets279.02M
CWGFX vs MVGNX Comparison Chart
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CWGFX vs. MVGNX commentary
May 13, 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: 125B vs. MVGNX (279M). MVGNX pays higher dividends than CWGFX: MVGNX (1.69) vs CWGFX (1.58). 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 : 6.97 vs. CWGFX (1.78). CWGFX return over 5 years is better than : 54.28 vs. MVGNX (50.15).
| 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 | 2.807 | 6.497 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 279M | 44,803% |
| Annual Yield % from dividends | 1.58 | 1.69 | 93% |
| Returns for 1 year | 1.78 | 6.97 | 25% |
| Returns for 3 years | 27.78 | 24.59 | 113% |
| Returns for 5 years | 54.28 | 50.15 | 108% |
| Returns for 10 years | 39.60 | 70.72 | 56% |
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