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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity B
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets297.47M
CWGCX vs MVGBX Comparison Chart in %
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CWGCX vs. MVGBX commentary
Aug 08, 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 StrongBuy and MVGBX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. MVGBX (297M). MVGBX (0.88) and CWGCX (0.84) have matching dividends . 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). CWGCX annual gain was more profitable for investors over the last year : 15.52 vs. MVGBX (7.31). CWGCX return over 5 years is better than : 42.47 vs. MVGBX (33.23).
| 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 | 13.022 | 10.191 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 0.84 | 0.88 | 95% |
| Returns for 1 year | 15.52 | 7.31 | 212% |
| Returns for 3 years | 40.04 | 26.62 | 150% |
| Returns for 5 years | 42.47 | 33.23 | 128% |
| Returns for 10 years | 54.64 | 65.63 | 83% |
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