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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
MFS Low Volatility Global Equity B
Price$18.25
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets302.06M
CWGCX vs MVGBX Comparison Chart in %
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CWGCX vs. MVGBX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. MVGBX (302M). 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 : 9.77 vs. MVGBX (2.21). CWGCX return over 5 years is better than : 40.49 vs. MVGBX (32.32).
| 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 | 15.584 | 11.969 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 302M | 45,364% |
| Annual Yield % from dividends | 0.84 | 0.88 | 95% |
| Returns for 1 year | 9.77 | 2.21 | 442% |
| Returns for 3 years | 46.73 | 31.11 | 150% |
| Returns for 5 years | 40.49 | 32.32 | 125% |
| Returns for 10 years | 70.06 | 80.58 | 87% |
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