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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity B
Price$18.04
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets293.48M
CWGCX vs MVGBX Comparison Chart in %
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CWGCX vs. MVGBX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. MVGBX (293M). MVGBX (0.87) and CWGCX (0.83) 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 (8.49) and MVGBX (8.37) have marching annual gain over last year. CWGCX return over 5 years is better than : 48.95 vs. MVGBX (40.35).
| 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 | 13.166 | 10.620 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 0.83 | 0.87 | 96% |
| Returns for 1 year | 8.49 | 8.37 | 101% |
| Returns for 3 years | 47.34 | 30.55 | 155% |
| Returns for 5 years | 48.95 | 40.35 | 121% |
| Returns for 10 years | 58.53 | 70.89 | 83% |
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