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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity B
Price$17.03
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets264.63M
CWGCX vs MVGBX Comparison Chart
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CWGCX vs. MVGBX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. MVGBX (265M). CWGCX pays higher dividends than MVGBX: CWGCX (0.93) vs MVGBX (0.62). CWGCX was incepted earlier than MVGBX: CWGCX (24 years) vs MVGBX (11 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 : 4.50 vs. CWGCX (-0.74). CWGCX return over 5 years is better than : 61.34 vs. MVGBX (52.13).
| 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 | 11 years | - |
| Gain YTD | 0.333 | 3.905 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 0.93 | 0.62 | 150% |
| Returns for 1 year | -0.74 | 4.50 | -16% |
| Returns for 3 years | 10.18 | 10.86 | 94% |
| Returns for 5 years | 61.34 | 52.13 | 118% |
| Returns for 10 years | 38.07 | 57.14 | 67% |
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