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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$67.53
Change-$0.29 (-0.43%)
VolumeN/A
Net Assets130.31B
MFS Low Volatility Global Equity B
Price$17.59
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets285.13M
CWGCX vs MVGBX Comparison Chart in %
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CWGCX vs. MVGBX commentary
Jun 22, 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 CWGCX is a Hold and MVGBX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. MVGBX (285M). CWGCX pays higher dividends than MVGBX: CWGCX (0.87) vs MVGBX (0.59). CWGCX was incepted earlier than MVGBX: CWGCX (24 years) vs MVGBX (12 years). MVGBX (1.82) is less costly to investors than CWGCX (1.49). MVGBX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than MVGBX: CWGCX (250) vs MVGBX (1000). MVGBX annual gain was more profitable for investors over the last year : 5.74 vs. CWGCX (4.28). CWGCX return over 5 years is better than : 45.11 vs. MVGBX (36.40).
| CWGCX | MVGBX | CWGCX / MVGBX | |
| Total Expense Ratio | 1.49 | 1.76 | 85% |
| Annual Report Gross Expense Ratio | 1.49 | 1.82 | 82% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.138 | 7.322 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 285M | 45,614% |
| Annual Yield % from dividends | 0.87 | 0.59 | 146% |
| Returns for 1 year | 4.28 | 5.74 | 75% |
| Returns for 3 years | 40.62 | 29.14 | 139% |
| Returns for 5 years | 45.11 | 36.40 | 124% |
| Returns for 10 years | 45.68 | 61.60 | 74% |
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