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FWGIX vs MVGCX
FWGIX vs MVGCX Comparison
Open Charts FWGIX vs MVGCX
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
MFS Low Volatility Global Equity C
Price$17.32
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets280.12M
FWGIX vs MVGCX Comparison Chart
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FWGIX vs. MVGCX commentary
May 09, 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 FWGIX is a Buy and MVGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. MVGCX (280M). FWGIX pays higher dividends than MVGCX: FWGIX (1.96) vs MVGCX (0.68). FWGIX was incepted earlier than MVGCX: FWGIX (8 years) vs MVGCX (11 years). MVGCX (1.82) is less costly to investors than FWGIX (0.41). MVGCX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). MVGCX has a lower initial minimum investment than FWGIX: MVGCX (1000) vs FWGIX (1000000). MVGCX annual gain was more profitable for investors over the last year : 6.92 vs. FWGIX (2.63). FWGIX return over 5 years is better than : 52.50 vs. MVGCX (40.98).
| FWGIX | MVGCX | FWGIX / MVGCX | |
| Total Expense Ratio | 0.41 | 1.76 | 23% |
| Annual Report Gross Expense Ratio | 0.41 | 1.82 | 23% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 2.775 | 6.565 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 280M | 44,286% |
| Annual Yield % from dividends | 1.96 | 0.68 | 286% |
| Returns for 1 year | 2.63 | 6.92 | 38% |
| Returns for 3 years | 31.85 | 23.00 | 138% |
| Returns for 5 years | 52.50 | 40.98 | 128% |
| Returns for 10 years | N/A | 60.15 | - |
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