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FWGIX vs MVGBX
FWGIX vs MVGBX Comparison
Open Charts FWGIX vs MVGBX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity B
Price$18.20
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
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FWGIX vs MVGBX Comparison Chart
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FWGIX vs. MVGBX 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 MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. MVGBX (279M). FWGIX pays higher dividends than MVGBX: FWGIX (1.99) vs MVGBX (0.39). FWGIX was incepted earlier than MVGBX: FWGIX (8 years) vs MVGBX (11 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). MVGBX has a lower initial minimum investment than FWGIX: MVGBX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 25.16 vs. MVGBX (23.31). FWGIX return over 5 years is better than : 47.14 vs. MVGBX (33.55).
| FWGIX | MVGBX | FWGIX / MVGBX | |
| 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 | 16.428 | 88% |
| 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 | 0.39 | 512% |
| Returns for 1 year | 25.16 | 23.31 | 108% |
| Returns for 3 years | 9.83 | 11.06 | 89% |
| Returns for 5 years | 47.14 | 33.55 | 141% |
| Returns for 10 years | N/A | 78.67 | - |
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