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FWGIX vs MVGAX
FWGIX vs MVGAX Comparison
Open Charts FWGIX vs MVGAX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity A
Price$18.38
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
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FWGIX vs MVGAX Comparison Chart
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FWGIX vs. MVGAX commentary
Sep 21, 2024
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 FWGIX is a StrongBuy and MVGAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. MVGAX (279M). FWGIX pays higher dividends than MVGAX: FWGIX (1.99) vs MVGAX (1.10). FWGIX was incepted earlier than MVGAX: FWGIX (8 years) vs MVGAX (11 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MVGAX (25.00). MVGAX has a lower initial minimum investment than FWGIX: MVGAX (1000) vs FWGIX (1000000). FWGIX (25.16) and MVGAX (24.36) have marching annual gain over last year. FWGIX return over 5 years is better than : 47.14 vs. MVGAX (37.78).
| FWGIX | MVGAX | FWGIX / MVGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 14.462 | 17.141 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 279M | 45,878% |
| Annual Yield % from dividends | 1.99 | 1.10 | 181% |
| Returns for 1 year | 25.16 | 24.36 | 103% |
| Returns for 3 years | 9.83 | 12.85 | 76% |
| Returns for 5 years | 47.14 | 37.78 | 125% |
| Returns for 10 years | N/A | 89.40 | - |