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CWGFX vs MVGNX
CWGFX vs MVGNX Comparison
Open Charts CWGFX vs MVGNX
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
MFS Low Volatility Global Equity R6
Price$16.85
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets263.97M
CWGFX vs MVGNX Comparison Chart
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CWGFX vs. MVGNX commentary
Jan 31, 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 MVGNX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MVGNX (264M). CWGFX pays higher dividends than MVGNX: CWGFX (1.64) vs MVGNX (1.42). CWGFX was incepted earlier than MVGNX: CWGFX (24 years) vs MVGNX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGNX (25.00). MVGNX has a lower initial minimum investment than CWGFX: MVGNX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.49 vs. MVGNX (7.15). CWGFX return over 5 years is better than : 35.83 vs. MVGNX (23.63).
| CWGFX | MVGNX | CWGFX / MVGNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.370 | 2.121 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 264M | 48,485% |
| Annual Yield % from dividends | 1.64 | 1.42 | 116% |
| Returns for 1 year | 11.49 | 7.15 | 161% |
| Returns for 3 years | 13.20 | 12.17 | 108% |
| Returns for 5 years | 35.83 | 23.63 | 152% |
| Returns for 10 years | 49.85 | 72.10 | 69% |
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