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FWGIX vs MVGCX
FWGIX vs MVGCX Comparison
Open Charts FWGIX vs MVGCX
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
MFS Low Volatility Global Equity C
Price$16.53
Change+$0.29 (+1.79%)
VolumeN/A
Net Assets253.02M
FWGIX vs MVGCX Comparison Chart
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FWGIX vs. MVGCX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 115B vs. MVGCX (253M). FWGIX pays higher dividends than MVGCX: FWGIX (1.98) vs MVGCX (0.70). 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 : 1.22 vs. FWGIX (-3.85). FWGIX return over 5 years is better than : 48.86 vs. MVGCX (34.26).
| 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 | -3.863 | -0.596 | 648% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 253M | 45,455% |
| Annual Yield % from dividends | 1.98 | 0.70 | 283% |
| Returns for 1 year | -3.85 | 1.22 | -316% |
| Returns for 3 years | 11.53 | 7.32 | 157% |
| Returns for 5 years | 48.86 | 34.26 | 143% |
| Returns for 10 years | N/A | 48.61 | - |
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