Interact to see
Advertisement
Advertisement
CWGFX vs MVGJX
CWGFX vs MVGJX Comparison
Open Charts CWGFX vs MVGJX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Low Volatility Global Equity R1
Price$18.50
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MVGJX commentary
Oct 19, 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 Hold and MVGJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MVGJX (287M). CWGFX pays higher dividends than MVGJX: CWGFX (1.35) vs MVGJX (0.86). CWGFX was incepted earlier than MVGJX: CWGFX (25 years) vs MVGJX (12 years). MVGJX (1.82) is less costly to investors than CWGFX (0.80). MVGJX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). MVGJX has a lower initial minimum investment than CWGFX: MVGJX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. MVGJX (2.00). CWGFX return over 5 years is better than : 50.48 vs. MVGJX (34.47).
| CWGFX | MVGJX | CWGFX / MVGJX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 19.913 | 13.100 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 287M | 49,129% |
| Annual Yield % from dividends | 1.35 | 0.86 | 156% |
| Returns for 1 year | 10.73 | 2.00 | 537% |
| Returns for 3 years | 66.79 | 41.46 | 161% |
| Returns for 5 years | 50.48 | 34.47 | 146% |
| Returns for 10 years | 76.92 | 81.11 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAXLX | 14.27 | 0.06 | +0.42% |
| Impax Large Cap Fund Individual Investor | |||
| FIRTX | 10.24 | N/A | N/A |
| Fidelity Advisor Intl Real Estate M | |||
| FAKDX | 9.63 | N/A | N/A |
| Kempner Multi-Cap Deep Value Investor | |||
| GEMIX | 29.85 | -0.06 | -0.20% |
| Goldman Sachs Emerging Markets Eq Instl | |||
| MINHX | 45.75 | -0.30 | -0.65% |
| MFS International Intrinsic Value R4 | |||