Interact to see
Advertisement
Advertisement
CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$75.13
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets142.48B
MFS Low Volatility Global Equity B
Price$18.58
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets298.56M
CWGCX vs MVGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MVGBX commentary
Oct 06, 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 Buy and MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. MVGBX (299M). MVGBX pays higher dividends than CWGCX: MVGBX (0.84) vs CWGCX (0.77). CWGCX was incepted earlier than MVGBX: CWGCX (25 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). CWGCX annual gain was more profitable for investors over the last year : 12.18 vs. MVGBX (4.70). CWGCX return over 5 years is better than : 51.74 vs. MVGBX (37.79).
| CWGCX | MVGBX | CWGCX / MVGBX | |
| Total Expense Ratio | 1.49 | 1.76 | 85% |
| Annual Report Gross Expense Ratio | 1.49 | 1.82 | 82% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 20.404 | 13.983 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 299M | 47,492% |
| Annual Yield % from dividends | 0.77 | 0.84 | 91% |
| Returns for 1 year | 12.18 | 4.70 | 259% |
| Returns for 3 years | 60.61 | 39.38 | 154% |
| Returns for 5 years | 51.74 | 37.79 | 137% |
| Returns for 10 years | 77.84 | 84.34 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers